Vawter Financial, Ltd. Portfolio Holdings

Vawter Financial, Ltd.

  • $146 Billion
  • Q2 2024

Vawter Financial, Ltd. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Growth ETF with a value of $11.7B, Vanguard Small Cap ETF with a value of $9.1B, Vanguard Total International B with a value of $8.85B, Vanguard Bd Index Fd Inc Short with a value of $8.72B, and Dimensional ETF Tr U S Target with a value of $8.64B.

Examining the 13F form we can see an increase of $7.92B in the current position value, from $138B to 146B.

Vawter Financial, Ltd. is based out at Columbus, OH

Below you can find more details about Vawter Financial, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $123 Billion
Financial Services: $3.71 Billion
Technology: $3.41 Billion
Healthcare: $3.01 Billion
Real Estate: $722 Million
Consumer Defensive: $552 Million
Energy: $528 Million
Industrials: $460 Million
Other: $919 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$588B
$2.26 Billion 1.55% of portfolio
5,564
Q2 2024 Reduced 4.27%
$3.57T
$2.19 Billion 1.5% of portfolio
10,380
Q2 2024 Added 3.81%
$766B
$1.59 Billion 1.09% of portfolio
1,761
Q2 2024 Added 0.57%
$645B
$718 Million 0.49% of portfolio
3,550
Q2 2024 Added 30.47%
$1.99T
$458 Million 0.31% of portfolio
2,369
Q2 2024 Added 4.22%
$414B
$440 Million 0.3% of portfolio
3,013
Q2 2024 Added 30.09%
$3.04T
$350 Million 0.24% of portfolio
783
Q2 2024 Added 17.39%
$336B
$337 Million 0.23% of portfolio
500
Q2 2024 Reduced 1.96%
$392B
$304 Million 0.21% of portfolio
358
Q2 2024 Added 28.78%
$298B
$294 Million 0.2% of portfolio
1,143
Q1 2024 New
$494B
$275 Million 0.19% of portfolio
2,393
Q2 2024 Reduced 1.64%
$354B
$282 Million 0.19% of portfolio
1,647
Q1 2024 New
$391B
$248 Million 0.17% of portfolio
1,501
Q1 2024 Reduced 15.2%
$301B
$253 Million 0.17% of portfolio
1,617
Q1 2024 New
$267B
$224 Million 0.15% of portfolio
219
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $146 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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