Symmetry Partners, LLC Reduced Holdings in Q2 2025

Symmetry Partners, LLC

  • $811 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-16.2K
- 23.05%
$162.76 - $195.77 $2.64M - $3.17M
54.1K $10.6M
AVUS
American Centy ETF Tr Avantis

ETFs
-32.3K
- 30.33%
$81.38 - $100.82 $2.62M - $3.25M
74.1K $7.47M
AAPL
Apple Inc.

Technology
-1.79K
- 1.55%
$172.42 - $223.89 $309K - $401K
114K $23.4M
EFV
Msci Eafe Value ETF

ETFs
-37.4K
- 26.65%
$52.4 - $64.65 $1.96M - $2.42M
103K $6.53M
AVDE
American Centy ETF Tr Avantis

ETFs
-31.8K
- 36.2%
$59.32 - $74.36 $1.89M - $2.36M
56K $4.15M
VTV
Vanguard Value ETF

ETFs
-10.7K
- 17.71%
$153.67 - $176.74 $1.65M - $1.89M
49.8K $8.8M
VTI
Vanguard Total Stock Market Et

ETFs
-9.54K
- 14.64%
$243.75 - $303.93 $2.33M - $2.9M
55.6K $16.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-14.6K
- 25.45%
$104.23 - $134.39 $1.52M - $1.96M
42.6K $5.73M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-11K
- 62.26%
$68.11 - $69.33 $748K - $762K
6.66K $461K
AVEM
American Centy ETF Tr Avantis

ETFs
-16.5K
- 33.67%
$53.08 - $68.54 $877K - $1.13M
32.6K $2.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-22.9K
- 16.18%
$39.89 - $49.46 $912K - $1.13M
118K $5.86M
VEA
Vanguard Ftse Developed Market

ETFs
-24.9K
- 14.86%
$45.65 - $57.01 $1.13M - $1.42M
142K $8.12M
XOM
Exxon Mobil Corp

Energy
-375
- 2.26%
$99.93 - $119.04 $37.5K - $44.6K
16.2K $1.75M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-6.77K
- 45.69%
$24.98 - $25.66 $169K - $174K
8.05K $206K
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.18K
- 42.97%
$54.19 - $67.22 $172K - $213K
4.22K $283K
COST
Costco Wholesale Corp

Consumer Defensive
-215
- 19.51%
$908.13 - $1056.85 $195K - $227K
887 $878K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-4.6K
- 24.08%
$35.3 - $37.51 $162K - $173K
14.5K $544K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.02K
- 17.48%
$108.06 - $135.3 $218K - $273K
9.54K $1.29M
LLY
Eli Lilly & CO

Healthcare
-20
- 1.02%
$713.71 - $898.95 $14.3K - $18K
1.94K $1.51M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.66K
- 17.56%
$73.02 - $90.22 $121K - $150K
7.81K $696K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.43K
- 17.72%
$86.93 - $109.64 $124K - $156K
6.62K $726K
CVS
Cvs Health Corp

Healthcare
-751
- 11.67%
$60.04 - $70.18 $45.1K - $52.7K
5.69K $392K
RTX
Raytheon Technologies Corp

Industrials
-520
- 20.6%
$113.75 - $148.48 $59.2K - $77.2K
2K $292K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.45K
- 17.99%
$52.84 - $65.52 $76.8K - $95.3K
6.63K $434K
AEE
Ameren Corp

Utilities
-199
- 5.74%
$94.23 - $101.68 $18.8K - $20.2K
3.27K $313K
MPC
Marathon Petroleum Corp

Energy
-542
- 15.14%
$118.55 - $170.08 $64.3K - $92.2K
3.04K $504K
MO
Altria Group, Inc.

Consumer Defensive
-124
- 1.88%
$55.56 - $60.91 $6.89K - $7.55K
6.49K $380K
REET
Ishares Global Reit ETF

ETFs
-1.14K
- 3.9%
$21.59 - $25.16 $24.7K - $28.8K
28.1K $694K
VZ
Verizon Communications Inc

Communication Services
-21
- 0.4%
$41.67 - $45.62 $875 - $958
5.2K $224K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-57
- 2.73%
$107.61 - $119.09 $6.13K - $6.79K
2.03K $240K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-3
- 0.01%
$46.41 - $47.7 $139 - $143
21.6K $1.03M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-6
- 0.04%
$24.66 - $25.17 $148 - $151
14.6K $367K
VT
Vanguard Total World Stk Index

ETFs
-2.31K
- 9.69%
$103.16 - $128.52 $238K - $297K
21.5K $2.77M
QCOM
Qualcomm Inc

Technology
-10
- 0.63%
$124.66 - $159.48 $1.25K - $1.59K
1.58K $251K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-43
- 1.14%
$51.16 - $62.02 $2.2K - $2.67K
3.71K $230K
SYK
Stryker Corp

Healthcare
-28
- 1.64%
$337.37 - $395.63 $9.45K - $11.1K
1.68K $662K
XT
Ishares Tr Exponential Technol

ETFs
-187
- 3.35%
$49.86 - $65.25 $9.32K - $12.2K
5.39K $351K
DFAT
Dimensional ETF Tr U S Target

ETFs
-208
- 0.35%
$44.8 - $53.97 $9.32K - $11.2K
59.9K $3.23M
PODD
Insulet Corp

Healthcare
-131
- 3.67%
$238.57 - $327.47 $31.3K - $42.9K
3.44K $1.08M
DFIV
Dimensional ETF Tr

ETFs
-2.91K
- 3.48%
$34.67 - $43.21 $101K - $126K
80.5K $3.45M
VUG
Vanguard Growth ETF

ETFs
-24
- 0.91%
$329.49 - $438.4 $7.91K - $10.5K
2.61K $1.14M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.28K
- 2.35%
$53.65 - $67.02 $122K - $153K
95.1K $6.37M
DFAX
Dimensional ETF Tr
-53K
- 6.99%
$23.37 - $29.39 $1.24M - $1.56M
706K $20.7M
MSFT
Microsoft Corp

Technology
-1.19K
- 7.58%
$354.56 - $497.45 $421K - $590K
14.5K $7.2M
Activity Summary
Buys All Purchases 92 New Holdings 24 Increased Positions 68 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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