Fonville Wealth Management LLC Purchases in Q2 2025

Fonville Wealth Management LLC

  • $395 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
107K
+ 15.0%
$34.04 - $42.36 $3.66M - $4.55M
824K $34.9B
AVUV
American Centy ETF Tr Avantis

ETFs
37.1K
+ 21.92%
$75.17 - $91.21 $2.79M - $3.38M
206K $18.8B
DFAI
Dimensional ETF Tr

ETFs
48.9K
+ 11.2%
$28.02 - $34.71 $1.37M - $1.7M
486K $16.8B
AVEM
American Centy ETF Tr Avantis

ETFs
20.7K
+ 11.83%
$53.08 - $68.54 $1.1M - $1.42M
196K $13.4B
AVLV
American Centy ETF Tr Avantis
31.2K
+ 17.46%
$56.85 - $68.21 $1.78M - $2.13M
210K $14.3B
BND
Vanguard Bd Index Fd Inc Total

ETFs
31.2K
+ 11.38%
$72.02 - $73.82 $2.25M - $2.31M
306K $22.5B
VUSB
Vanguard Bd Index Fds
45.6K
+ 11.93%
N/A
428K $21.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.2K
+ 56.39%
$152.93 - $181.74 $1.41M - $1.67M
25.5K $4.64B
AVDV
American Centy ETF Tr Avantis

ETFs
11.5K
+ 12.5%
$61.76 - $79.32 $709K - $910K
103K $8.19B
DFIV
Dimensional ETF Tr

ETFs
21.8K
+ 9.57%
$34.67 - $43.21 $756K - $942K
250K $10.7B
VUG
Vanguard Growth ETF

ETFs
237
+ 1.15%
$329.49 - $438.4 $78.1K - $104K
20.9K $9.16B
VEA
Vanguard Ftse Developed Market

ETFs
4.76K
+ 2.51%
$45.65 - $57.01 $217K - $271K
194K $11.1B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.59K
+ 8.07%
$57.14 - $72.68 $433K - $551K
102K $7.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
453
+ 2.76%
$456.74 - $568.03 $207K - $257K
16.9K $9.59B
MSFT
Microsoft Corp

Technology
45
+ 0.49%
$354.56 - $497.45 $16K - $22.4K
9.32K $4.64B
VO
Vanguard Mid Cap ETF

ETFs
1.78K
+ 6.71%
$228.54 - $279.83 $407K - $498K
28.3K $7.92B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.83K
+ 14.92%
$58.41 - $72.69 $457K - $569K
60.3K $4.38B
AVIV
American Centy ETF Tr Avantis
7.77K
+ 8.74%
$50.27 - $62.84 $390K - $488K
96.7K $6.02B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.7K
+ 8.56%
$34.72 - $42.74 $370K - $455K
135K $5.77B
SPTS
Spdr Portfolio Short Term Trea

ETFs
27.5K
+ 26.92%
$29.07 - $29.38 $798K - $807K
129K $3.79B
VNQ
Vanguard Specialized Funds Van

ETFs
9.82K
+ 14.8%
$79.79 - $91.42 $783K - $898K
76.1K $6.78B
VTI
Vanguard Total Stock Market Et

ETFs
1.58K
+ 20.76%
$243.75 - $303.93 $385K - $480K
9.18K $2.8B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.11K
+ 6.66%
$75.05 - $77.34 $534K - $550K
114K $8.81B
NVDA
Nvidia Corp

Technology
1.56K
+ 24.81%
$94.31 - $157.99 $147K - $247K
7.86K $1.24B
GOOG
Alphabet Inc.

Communication Services
2.78K
+ 96.0%
$146.58 - $180.01 $408K - $501K
5.68K $1.01B
Ishares Bitcoin Trust ETF
3.95K
+ 21.21%
N/A
22.6K $1.38B
VTV
Vanguard Value ETF

ETFs
1.39K
+ 7.53%
$153.67 - $176.74 $213K - $245K
19.8K $3.52B
ORCL
Oracle Corp

Technology
1.83K
New
$122.82 - $218.63 $225K - $400K
1.83K $400M
DFSD
Dimensional ETF Tr Short Durat

ETFs
7.94K
New
$47.09 - $48.01 $374K - $381K
7.94K $381M
Rbb Fd Inc
7.26K
+ 12.14%
N/A
67.1K $3.36B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.39K
+ 3.93%
$47.89 - $48.65 $306K - $311K
169K $8.23B
AMZN
Amazon Com Inc

Consumer Cyclical
290
+ 3.32%
$167.32 - $223.3 $48.5K - $64.8K
9.02K $1.98B
GOOGL
Alphabet Inc.

Communication Services
1.24K
+ 25.72%
$144.7 - $178.6 $179K - $221K
6.04K $1.06B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.11K
New
$219.76 - $276.94 $243K - $306K
1.11K $306M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.57K
+ 6.54%
$77.74 - $78.78 $278K - $282K
58.3K $4.59B
META
Meta Platforms, Inc.

Communication Services
253
+ 39.91%
$484.66 - $738.09 $123K - $187K
887 $655M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.04K
+ 10.85%
$55.54 - $69.09 $113K - $141K
20.8K $1.44B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.45K
New
$99.1 - $99.49 $242K - $243K
2.45K $243M
LDOS
Leidos Holdings, Inc.

Technology
1.38K
New
$132.9 - $160.3 $183K - $220K
1.38K $217M
GE
General Electric CO

Industrials
842
New
$166.81 - $257.39 $140K - $217K
842 $217M
VDC
Vanguard Consumer Staples ETF

ETFs
964
New
$204.89 - $224.73 $198K - $217K
964 $211M
AVGE
American Centy ETF Tr Avantis
2.72K
New
N/A
2.72K $211M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.16K
New
$22.27 - $29.21 $159K - $209K
7.16K $209M
AAPL
Apple Inc.

Technology
2.51K
+ 9.22%
$172.42 - $223.89 $433K - $562K
29.7K $6.1B
MORN
Morningstar, Inc.

Financial Services
646
New
$255.31 - $313.93 $165K - $203K
646 $203M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
2.79K
+ 1.58%
$46.39 - $47.84 $129K - $133K
179K $8.57B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.08K
+ 50.29%
$82.21 - $83.12 $171K - $172K
6.2K $514M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
392
+ 54.14%
$483.48 - $539.8 $190K - $212K
1.12K $542M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.49K
+ 11.29%
$96.84 - $99.46 $144K - $148K
14.7K $1.45B
Activity Summary
Buys All Purchases 71 New Holdings 10 Increased Positions 61 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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