Vestwell Advisors, LLC Purchases in Q3 2025

Vestwell Advisors, LLC

  • $280 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
22.5K
+ 18.02%
$175.51 - $186.57 $3.94M - $4.19M
147K $27.4B
IVV
Ishares Core S&P 500 ETF

ETFs
32K
+ 48.33%
$620.67 - $670.08 $19.9M - $21.5M
98.4K $65.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
51.7K
+ 14.51%
$97.75 - $100.75 $5.06M - $5.21M
408K $40.9B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.61K
+ 0.14%
$28.92 - $32.19 $46.5K - $51.8K
1.17M $37.3B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
46.5K
+ 52.88%
$50.85 - $51.35 $2.36M - $2.39M
134K $6.88B
VT
Vanguard Total World Stk Index

ETFs
327K
+ 1050.03%
$128.41 - $138.03 $42M - $45.1M
358K $4.94B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.1K
+ 726.64%
$30.13 - $33.37 $63.3K - $70.1K
2.39K $797M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.64K
+ 2504.26%
$79.39 - $90.39 $606K - $690K
7.94K $704M
DFAS
Dimensional ETF Tr U S Small C

ETFs
705
New
$63.41 - $69.69 $44.7K - $49.1K
705 $483M
VTI
Vanguard Total Stock Market Et

ETFs
1.41K
New
$303.93 - $329.86 $429K - $465K
1.41K $463M
VBR
Vanguard Small Cap Value ETF

ETFs
540
+ 8.09%
$195.41 - $212.37 $106K - $115K
7.22K $1.51B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.14K
+ 19.8%
$37.14 - $37.85 $191K - $194K
31.1K $1.17B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.34K
+ 30.76%
$49.78 - $50.75 $166K - $170K
14.2K $720M
AVUV
American Centy ETF Tr Avantis

ETFs
1.17K
New
$90.37 - $102.12 $106K - $119K
1.17K $116M
IWR
Ishares Russell Mid Cap ETF

ETFs
709
New
$92.26 - $97.51 $65.4K - $69.1K
709 $68.4M
AVDV
American Centy ETF Tr Avantis

ETFs
742
New
$79.24 - $89.03 $58.8K - $66.1K
742 $66M
TIP
Ishares Tr Tips Bd ETF

ETFs
485
+ 94.54%
$109.11 - $111.88 $52.9K - $54.3K
998 $111M
IWY
Ishares Tr Russell 200 Growth

ETFs
185
New
$243.93 - $275.62 $45.1K - $51K
185 $50.7M
IYW
Ishares Dj Us Tech ETF

ETFs
258
New
$171.38 - $197.01 $44.2K - $50.8K
258 $50.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
205
New
$225.11 - $247.9 $46.1K - $50.8K
205 $50.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
83
New
$567.77 - $614.76 $47.1K - $51K
83 $50.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
45
+ 0.63%
$87.69 - $96.0 $3.95K - $4.32K
7.17K $676M
IXUS
Ishares Tr

ETFs
35
New
$76.35 - $82.58 $2.67K - $2.89K
35 $28.6M
GLD
Spdr Gold Trust

ETFs
76
New
$300.96 - $355.47 $22.9K - $27K
76 $26.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
832
+ 18.44%
$22.9 - $23.58 $19.1K - $19.6K
5.34K $125M
XLK
Technology Sector Spdr

ETFs
66
New
$250.97 - $282.66 $16.6K - $18.7K
66 $18.7M
XLC
Select Sector Spdr Tr Communic

ETFs
156
New
$105.99 - $119.41 $16.5K - $18.6K
156 $18.5M
VEA
Vanguard Ftse Developed Market

ETFs
2.47K
New
$56.02 - $60.3 $138K - $149K
2.47K $14.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
133
+ 16.38%
$28.95 - $29.73 $3.85K - $3.95K
945 $28.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
93
New
$24.69 - $25.26 $2.3K - $2.35K
93 $2.35M
SPSB
Spdr Portfolio Short Term Corp

ETFs
77
New
$30.02 - $30.29 $2.31K - $2.33K
77 $2.34M
XLRE
Select Sector Spdr Tr Real Est

ETFs
40
New
$40.94 - $42.85 $1.64K - $1.71K
40 $1.52M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2
+ 1.67%
$133.48 - $144.38 $267 - $289
122 $17.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
0
New
$46.86 - $48.27 $0 - $0
0 $0
VV
Vanguard Large Cap ETF

ETFs
0
New
$285.05 - $309.14 $0 - $0
0 $0
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
0
New
$47.11 - $48.77 $0 - $0
0 $0
Activity Summary
Buys All Purchases 37 New Holdings 20 Increased Positions 17 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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