Vestwell Advisors, LLC Purchases and Sells in Q3 2025

Vestwell Advisors, LLC

$280 Billion
Q3 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	22.5K + 18.02%	$175.51 - $186.57 $3.94M - $4.19M	147K $27.4B
IVV	32K + 48.33%	$620.67 - $670.08 $19.9M - $21.5M	98.4K $65.8B
AGG	51.7K + 14.51%	$97.75 - $100.75 $5.06M - $5.21M	408K $40.9B
SCHG	1.61K + 0.14%	$28.92 - $32.19 $46.5K - $51.8K	1.17M $37.3B
IAGG	46.5K + 52.88%	$50.85 - $51.35 $2.36M - $2.39M	134K $6.88B
VT	327K + 1050.03%	$128.41 - $138.03 $42M - $45.1M	358K $4.94B

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAS	705 New	$63.41 - $69.69 $44.7K - $49.1K	705 $483M
VTI	1.41K New	$303.93 - $329.86 $429K - $465K	1.41K $463M
AVUV	1.17K New	$90.37 - $102.12 $106K - $119K	1.17K $116M
IWR	709 New	$92.26 - $97.51 $65.4K - $69.1K	709 $68.4M
AVDV	742 New	$79.24 - $89.03 $58.8K - $66.1K	742 $66M
IWY	185 New	$243.93 - $275.62 $45.1K - $51K	185 $50.7M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-32.8K - 37.25%	$108.46 - $120.63 $3.55M - $3.95M	55.2K $6.56B
VO	-12.5K - 26.91%	$279.83 - $293.74 $3.49M - $3.66M	33.9K $9.95B
SCHF	-165K - 9.59%	$21.69 - $23.34 $3.58M - $3.85M	1.55M $36.2B
SCHH	-23.7K - 12.9%	$20.76 - $21.78 $492K - $516K	160K $3.45B
SCHO	-6.1K - 21.11%	$24.23 - $24.42 $148K - $149K	22.8K $556M
SHV	-1.32K - 21.44%	$110.06 - $110.49 $145K - $145K	4.82K $532M

Activity Summary All Purchases 37 New Holdings 20 Increased Positions 17 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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