Fiduciary Advisors, Inc. Purchases in Q1 2025

Fiduciary Advisors, Inc.

  • $101 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.5K
+ 1.98%
$58.01 - $64.46 $145K - $161K
129K $8.01B
VEA
Vanguard Ftse Developed Market

ETFs
3.55K
+ 2.94%
$47.4 - $52.99 $168K - $188K
124K $6.32B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.08K
+ 5.48%
$47.59 - $48.35 $432K - $439K
175K $8.45B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.22K
+ 3.98%
$67.08 - $76.14 $149K - $169K
58.1K $4.28B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.71K
+ 9.39%
$77.7 - $78.94 $288K - $293K
43.2K $3.41B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.53K
+ 11.69%
$76.94 - $78.28 $195K - $198K
24.2K $1.89B
VEU
Vanguard Ftse All World Ex Us

ETFs
608
+ 1.08%
$56.51 - $62.98 $34.4K - $38.3K
56.9K $3.45B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.01K
+ 4.29%
$126.11 - $135.06 $127K - $136K
24.5K $3.16B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
906
+ 4.0%
$110.75 - $119.78 $100K - $109K
23.6K $2.73B
VTV
Vanguard Value ETF

ETFs
162
+ 0.55%
$167.73 - $179.21 $27.2K - $29K
29.5K $5.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.15K
+ 3.44%
$42.5 - $46.71 $49K - $53.9K
34.7K $1.57B
BND
Vanguard Bd Index Fd Inc Total

ETFs
356
+ 2.85%
$71.17 - $73.66 $25.3K - $26.2K
12.9K $945M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
154
+ 0.9%
$27.01 - $28.54 $4.16K - $4.4K
17.3K $483M
IDV
Ishares Tr

ETFs
6
+ 0.56%
$27.0 - $31.7 $162 - $190
1.07K $33.2M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.19%
$185.78 - $198.58 $372 - $397
1.03K $197M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
51
+ 1.92%
$20.2 - $20.86 $1.03K - $1.06K
2.7K $54.6M
EFSC
Enterprise Financial Services Corp

Financial Services
2
+ 0.47%
$53.74 - $61.95 $107 - $124
432 $23.2M
VTRS
Viatris Inc

Healthcare
4
+ 1.28%
$8.68 - $12.42 $34.7 - $49.7
317 $2.76M
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.33%
$82.81 - $92.93 $166 - $186
611 $52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3
+ 0.28%
$59.61 - $66.71 $179 - $200
1.07K $64.6M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.49%
$154.33 - $206.19 $154 - $206
207 $31.9M
AVUV
American Centy ETF Tr Avantis

ETFs
1.22K
+ 9.92%
$84.95 - $100.62 $103K - $122K
13.5K $1.17B
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.4%
$551.42 - $612.93 $1.1K - $1.23K
502 $281M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.81K
+ 1.33%
$11.22 - $11.8 $20.3K - $21.3K
138K $1.55B
VV
Vanguard Large Cap ETF

ETFs
8
+ 0.34%
$253.32 - $282.66 $2.03K - $2.26K
2.36K $607M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.13%
$369.1 - $427.61 $369 - $428
793 $294M
IJS
Ishares S&P Smallcap 600 Value

ETFs
30
+ 0.76%
$96.3 - $112.23 $2.89K - $3.37K
3.99K $389M
VO
Vanguard Mid Cap ETF

ETFs
377
+ 1.44%
$251.87 - $277.95 $95K - $105K
26.6K $6.88B
VBR
Vanguard Small Cap Value ETF

ETFs
314
+ 3.17%
$183.02 - $207.75 $57.5K - $65.2K
10.2K $1.9B
MGC
Vanguard Mega Cap ETF

ETFs
70
+ 0.3%
$199.2 - $222.69 $13.9K - $15.6K
23.4K $4.72B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
423
+ 2.17%
$507.05 - $563.67 $214K - $238K
19.9K $10.2B
VB
Vanguard Small Cap ETF

ETFs
674
+ 1.78%
$217.89 - $252.64 $147K - $170K
38.6K $8.55B
Activity Summary
Buys All Purchases 33 New Holdings 0 Increased Positions 33 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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