Htg Investment Advisors, Inc. Purchases in Q3 2025

Htg Investment Advisors, Inc.

  • $297 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
48.5K
+ 6.36%
$36.04 - $38.78 $1.75M - $1.88M
810K $31.2B
AVUS
American Centy ETF Tr Avantis

ETFs
5.51K
+ 2.67%
$101.2 - $109.16 $558K - $602K
212K $23.1B
VTV
Vanguard Value ETF

ETFs
8.78K
+ 15.11%
$175.51 - $186.57 $1.54M - $1.64M
66.9K $12.5B
JPIE
J P Morgan Exchange Traded Fd
41.8K
New
$46.01 - $46.55 $1.92M - $1.95M
41.8K $1.94B
AVDE
American Centy ETF Tr Avantis

ETFs
4.23K
+ 1.55%
$73.24 - $79.04 $310K - $334K
277K $21.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.8K
+ 1.57%
$30.76 - $33.01 $334K - $358K
702K $23B
DFAX
Dimensional ETF Tr
7.92K
+ 1.31%
$29.25 - $31.56 $232K - $250K
614K $19.3B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
16.4K
New
$78.96 - $80.04 $1.3M - $1.32M
16.4K $1.31B
J P Morgan Exchange Traded F
6.4K
+ 2.64%
N/A
249K $16.2B
VUG
Vanguard Growth ETF

ETFs
583
+ 3.68%
$433.97 - $484.08 $253K - $282K
16.4K $7.88B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.86K
+ 4.84%
$78.11 - $79.07 $770K - $780K
213K $16.8B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.61K
+ 1.65%
$29.55 - $32.52 $136K - $150K
284K $9.09B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.3K
+ 47.78%
$49.78 - $50.75 $764K - $779K
47.5K $2.4B
AAPL
Apple Inc.

Technology
63
+ 0.52%
$202.38 - $256.87 $12.7K - $16.2K
12.2K $3.12B
AVEM
American Centy ETF Tr Avantis

ETFs
1.59K
+ 2.3%
$68.33 - $75.41 $109K - $120K
70.8K $5.32B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.4K
+ 9.31%
$49.09 - $50.58 $412K - $425K
98.6K $4.98B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.21K
+ 9.76%
$63.41 - $69.69 $267K - $293K
47.4K $3.24B
CRAI
Cra International, Inc.

Industrials
985
+ 7.8%
$170.16 - $212.31 $168K - $209K
13.6K $2.84B
AVRE
American Centy ETF Tr Avantis
9.06K
+ 13.66%
$43.53 - $45.34 $394K - $411K
75.4K $3.35B
VT
Vanguard Total World Stk Index

ETFs
1.74K
+ 10.94%
$128.41 - $138.03 $223K - $240K
17.6K $2.43B
VTI
Vanguard Total Stock Market Et

ETFs
211
+ 2.16%
$303.93 - $329.86 $64.1K - $69.6K
9.97K $3.27B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.25K
New
$75.26 - $80.19 $245K - $261K
3.25K $260M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.31K
+ 1.15%
$97.75 - $100.75 $128K - $132K
115K $11.5B
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
New
N/A
1.16K $250M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
364
+ 0.52%
$62.09 - $66.51 $22.6K - $24.2K
69.7K $4.55B
American Centy ETF Tr
3.57K
New
N/A
3.57K $248M
ABBV
Abb Vie Inc.

Healthcare
974
New
$184.85 - $231.54 $180K - $226K
974 $226M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
2.68K
New
$73.76 - $76.98 $198K - $206K
2.68K $204M
XLV
Select Sector Spdr Fund Health

ETFs
1.44K
New
$129.01 - $139.72 $186K - $201K
1.44K $200M
IWF
Ishares Russell 1000 Gr ETF

ETFs
24
+ 0.59%
$420.11 - $472.68 $10.1K - $11.3K
4.11K $1.93B
QQQ
Invesco Qqq Trust, Series 1

ETFs
134
+ 13.32%
$546.99 - $602.2 $73.3K - $80.7K
1.14K $684M
DFSU
Dimensional ETF Tr Dimen Us Su
321
+ 5.56%
N/A
6.1K $259M
PM
Philip Morris International Inc.

Consumer Defensive
3
+ 0.24%
$157.77 - $183.27 $473 - $550
1.24K $201M
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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