Gladwyn Financial Advisors, Inc. Incresed Positions in Q3 2025

Gladwyn Financial Advisors, Inc.

  • $139 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
1.77K
+ 3.16%
$164.63 - $174.58 $291K - $309K
57.7K $10.1B
VBR
Vanguard Small Cap Value ETF

ETFs
538
+ 1.09%
$195.41 - $212.37 $105K - $114K
49.9K $10.4B
VBK
Vanguard Small Cap Growth ETF

ETFs
134
+ 0.38%
$276.51 - $305.12 $37.1K - $40.9K
35.4K $10.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.93K
+ 1.58%
$49.43 - $54.52 $95.2K - $105K
124K $6.72B
MGV
Vanguard Mega Cap Value

ETFs
2.37K
+ 4.45%
$129.46 - $137.85 $307K - $327K
55.8K $7.68B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
918
+ 1.93%
$133.48 - $144.38 $123K - $133K
48.4K $6.9B
VEU
Vanguard Ftse All World Ex Us

ETFs
2.24K
+ 3.11%
$66.38 - $71.68 $149K - $161K
74.2K $5.29B
VOT
Vanguard Mid Cap Growth Index

ETFs
221
+ 0.65%
$282.75 - $294.19 $62.5K - $65K
34.2K $10B
VGLT
Vanguard Long Term Treasury Et

ETFs
5.09K
+ 6.75%
$54.21 - $57.41 $276K - $292K
80.4K $4.57B
GD
General Dynamics Corp

Industrials
7
+ 0.13%
$293.92 - $341.0 $2.06K - $2.39K
5.49K $1.87B
HYG
Ishares Tr

ETFs
2.93K
+ 8.18%
$79.85 - $81.32 $234K - $238K
38.7K $3.15B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
13K
+ 6.19%
$12.9 - $13.59 $167K - $176K
222K $2.99B
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 0.48%
$617.65 - $666.84 $14.2K - $15.3K
4.79K $3.19B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.64K
+ 4.82%
$78.96 - $80.04 $208K - $211K
57.3K $4.58B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.84K
+ 5.32%
$117.65 - $120.08 $216K - $221K
36.4K $4.35B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
3.86K
+ 6.06%
$45.07 - $46.28 $174K - $178K
67.5K $3.12B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.62K
+ 4.82%
$78.11 - $79.07 $205K - $207K
57K $4.5B
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1.89K
+ 0.95%
$21.62 - $22.81 $40.8K - $43.1K
200K $4.52B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.96K
+ 5.79%
N/A
35.7K $2.39B
EMB
Ishares Tr

ETFs
1.23K
+ 5.21%
$91.52 - $95.59 $113K - $118K
24.9K $2.37B
LQD
Ishares Iboxx $ Investment Gra

ETFs
941
+ 4.67%
$107.66 - $112.36 $101K - $106K
21.1K $2.35B
BNDX
Vanguard Total International B

ETFs
2.18K
+ 4.97%
$49.0 - $49.51 $107K - $108K
46K $2.28B
EFA
Ishares Tr Msci Eafe ETF

ETFs
363
+ 2.47%
$87.29 - $93.61 $31.7K - $34K
15.1K $1.41B
VTV
Vanguard Value ETF

ETFs
30
+ 0.44%
$175.51 - $186.57 $5.27K - $5.6K
6.88K $1.28B
GE
General Electric CO

Industrials
1
+ 0.07%
$244.75 - $305.63 $245 - $306
1.4K $422M
NEE
Nextera Energy Inc

Utilities
71
+ 0.79%
$69.77 - $77.54 $4.95K - $5.51K
9.1K $687M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.11%
$282.78 - $316.06 $566 - $632
1.84K $582M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
334
+ 3.1%
$97.75 - $100.75 $32.6K - $33.7K
11.1K $1.11B
WEC
Wec Energy Group, Inc.

Utilities
13
+ 0.78%
$103.66 - $114.59 $1.35K - $1.49K
1.68K $192M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 2.1%
$567.09 - $607.37 $5.1K - $5.47K
437 $261M
JNJ
Johnson & Johnson

Healthcare
3
+ 0.64%
$155.17 - $185.42 $466 - $556
469 $87M
ALLE
Allegion PLC

Industrials
1
+ 0.29%
$145.55 - $179.33 $146 - $179
347 $61.5M
DD
Du Pont De Nemours, Inc.

Basic Materials
6
+ 0.51%
$69.9 - $78.26 $419 - $470
1.19K $92.4M
XOM
Exxon Mobil Corp

Energy
17
+ 0.93%
$105.83 - $117.22 $1.8K - $1.99K
1.85K $209M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.17%
$237.58 - $259.17 $238 - $259
576 $147M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.27%
$94.4 - $104.27 $472 - $521
1.83K $188M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.52%
$420.11 - $472.68 $420 - $473
195 $91.1M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.32%
$303.93 - $329.86 $304 - $330
316 $104M
EEM
Ishares Msci Emerging Markets

ETFs
28
+ 3.83%
$48.07 - $53.4 $1.35K - $1.5K
759 $40.5M
EDV
Vanguard Extended Duration Tre

ETFs
51
+ 4.36%
$63.28 - $69.5 $3.23K - $3.54K
1.22K $83.5M
VZ
Verizon Communications Inc

Communication Services
50
+ 1.45%
$40.84 - $45.06 $2.04K - $2.25K
3.51K $154M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.33%
$279.83 - $293.74 $280 - $294
301 $88.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.31%
$109.47 - $119.06 $109 - $119
327 $38.8M
MMM
3 M CO

Industrials
3
+ 0.4%
$144.41 - $160.2 $433 - $481
748 $116M
UNP
Union Pacific Corp

Industrials
2
+ 0.65%
$214.91 - $237.16 $430 - $474
309 $73.1M
D
Dominion Energy, Inc

Utilities
5
+ 1.28%
$56.32 - $62.1 $282 - $311
396 $24.2M
LNC
Lincoln National Corp

Financial Services
2
+ 0.92%
$33.37 - $43.29 $66.7 - $86.6
220 $8.88M
ED
Consolidated Edison Inc

Utilities
5
+ 0.95%
$95.57 - $105.36 $478 - $527
531 $53.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.87%
$109.11 - $111.88 $218 - $224
232 $25.9M
Activity Summary
Buys All Purchases 60 New Holdings 4 Increased Positions 56 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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