Fiduciary Advisors, Inc. Purchases in Q3 2025

Fiduciary Advisors, Inc.

  • $124 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.28K
+ 6.92%
$68.24 - $73.73 $565K - $611K
128K $9.4B
VB
Vanguard Small Cap ETF

ETFs
1.59K
+ 4.03%
$237.58 - $259.17 $377K - $411K
41K $10.4B
VTV
Vanguard Value ETF

ETFs
2.74K
+ 9.26%
$175.51 - $186.57 $482K - $512K
32.4K $6.04B
VO
Vanguard Mid Cap ETF

ETFs
1.18K
+ 4.46%
$279.83 - $293.74 $329K - $345K
27.5K $8.09B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
13.3K
+ 7.16%
$48.31 - $48.93 $641K - $649K
199K $9.7B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.58K
+ 7.38%
$79.76 - $85.78 $365K - $393K
66.6K $5.64B
AVUV
American Centy ETF Tr Avantis

ETFs
3.55K
+ 23.53%
$90.37 - $102.12 $321K - $362K
18.6K $1.85B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.43K
+ 24.15%
$78.11 - $79.07 $424K - $430K
27.9K $2.2B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
29.1K
+ 20.61%
$11.15 - $11.87 $325K - $346K
170K $1.98B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.67K
+ 10.99%
$78.96 - $80.04 $369K - $374K
47.2K $3.77B
VV
Vanguard Large Cap ETF

ETFs
959
+ 32.63%
$285.05 - $309.14 $273K - $296K
3.9K $1.2B
IVV
Ishares Core S&P 500 ETF

ETFs
164
+ 4.6%
$620.67 - $670.08 $102K - $110K
3.73K $2.5B
VTI
Vanguard Total Stock Market Et

ETFs
286
+ 4.03%
$303.93 - $329.86 $86.9K - $94.3K
7.39K $2.42B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
988
+ 7.32%
$108.46 - $120.63 $107K - $119K
14.5K $1.72B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.49K
+ 39.36%
$92.26 - $97.51 $138K - $145K
5.28K $510M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.6K
+ 12.18%
$72.57 - $74.72 $116K - $120K
14.7K $1.1B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.53K
+ 1003.29%
$72.65 - $78.68 $111K - $120K
1.68K $131M
ITOT
Ishares Core S&P Total U.S. St

ETFs
228
+ 3.46%
$135.0 - $146.02 $30.8K - $33.3K
6.82K $993M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
673
+ 4.63%
$62.09 - $66.51 $41.8K - $44.8K
15.2K $992M
IEMG
Ishares Inc

ETFs
561
+ 13.56%
N/A
4.7K $310M
VUG
Vanguard Growth ETF

ETFs
35
+ 4.52%
$433.97 - $484.08 $15.2K - $16.9K
810 $389M
IJS
Ishares S&P Smallcap 600 Value

ETFs
16
+ 0.39%
$98.99 - $112.2 $1.58K - $1.8K
4.15K $458M
DFUS
Dimensional ETF Tr U S Equity

ETFs
538
+ 50.23%
$67.01 - $72.84 $36.1K - $39.2K
1.61K $117M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
18
+ 0.24%
$94.17 - $99.95 $1.7K - $1.8K
7.45K $745M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 3.64%
$617.65 - $666.84 $11.1K - $12K
512 $341M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
14
+ 0.16%
$72.04 - $77.35 $1.01K - $1.08K
8.5K $652M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
572
+ 11.24%
$49.78 - $50.75 $28.5K - $29K
5.66K $287M
IVE
Ishares S&P 500 Value ETF

ETFs
64
+ 6.18%
$194.44 - $206.51 $12.4K - $13.2K
1.1K $227M
AVDV
American Centy ETF Tr Avantis

ETFs
237
+ 84.34%
$79.24 - $89.03 $18.8K - $21.1K
518 $46.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
168
+ 0.96%
$26.38 - $27.95 $4.43K - $4.7K
17.6K $481M
XLRE
Select Sector Spdr Tr Real Est

ETFs
416
New
$40.94 - $42.85 $17K - $17.8K
416 $17.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23
+ 0.28%
$23.82 - $25.84 $548 - $594
8.13K $209M
EPD
Enterprise Products Partners L.P.

Energy
485
New
$30.74 - $32.14 $14.9K - $15.6K
485 $15.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
180
New
$81.75 - $84.54 $14.7K - $15.2K
180 $15.1M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.12%
$128.41 - $138.03 $128 - $138
820 $113M
PFE
Pfizer Inc

Healthcare
46
+ 1.74%
$23.29 - $25.88 $1.07K - $1.19K
2.68K $68.4M
CCL
Carnival Corp

Consumer Cyclical
100
New
$28.37 - $32.49 $2.84K - $3.25K
100 $2.89M
VNQ
Vanguard Specialized Funds Van

ETFs
28
New
$88.47 - $93.24 $2.48K - $2.61K
28 $2.54M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.6%
$52.12 - $55.33 $156 - $166
505 $27.9M
WWW
Wolverine World Wide Inc

Consumer Cyclical
30
New
$18.93 - $32.4 $568 - $972
30 $824K
BOTZ
Global X Fds

ETFs
1
+ 0.47%
$32.14 - $35.96 $32.1 - $36
214 $7.57M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2
+ 1.01%
$53.57 - $54.48 $107 - $109
200 $10.8M
DIS
Walt Disney CO

Communication Services
4
+ 11.43%
$112.25 - $124.0 $449 - $496
39 $4.42M
GE
General Electric CO

Industrials
0
New
$244.75 - $305.63 $0 - $0
0 $1K
KO
Coca Cola CO

Consumer Defensive
15
+ 0.73%
$65.67 - $71.67 $985 - $1.08K
2.06K $136M
Activity Summary
Buys All Purchases 46 New Holdings 7 Increased Positions 39 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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