Valmark Advisers, Inc. Purchases in Q3 2025

Valmark Advisers, Inc.

  • $7.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
690K
+ 185.95%
$68.27 - $75.58 $47.1M - $52.2M
1.06M $78.9M
VEA
Vanguard Ftse Developed Market

ETFs
294K
+ 2.56%
$56.02 - $60.3 $16.5M - $17.7M
11.8M $704M
SPYG
Spdr Portfolio

ETFs
52.8K
+ 1.15%
$94.33 - $105.31 $4.98M - $5.56M
4.65M $485M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
237K
+ 2.86%
$52.12 - $55.33 $12.3M - $13.1M
8.51M $471M
SPMD
Spdr Portfolio

ETFs
193K
+ 2.91%
$54.43 - $58.29 $10.5M - $11.3M
6.84M $391M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.46K
+ 1.34%
$567.77 - $614.76 $4.24M - $4.59M
566K $347M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
49.7K
+ 1.16%
$49.43 - $54.52 $2.46M - $2.71M
4.34M $235M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
77.5K
+ 2.83%
$74.93 - $80.73 $5.8M - $6.25M
2.82M $227M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
264K
+ 4.3%
$49.78 - $50.75 $13.1M - $13.4M
6.4M $324M
GUNR
Flexshares Tr Morningstar Glob

ETFs
47.3K
+ 1.35%
$40.15 - $43.86 $1.9M - $2.07M
3.54M $155M
REET
Ishares Global Reit ETF

ETFs
228K
+ 3.93%
$24.45 - $25.91 $5.58M - $5.92M
6.05M $155M
AAPL
Apple Inc.

Technology
401
+ 0.2%
$202.38 - $256.87 $81.2K - $103K
202K $51.6M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
150K
+ 5.38%
$50.73 - $52.47 $7.59M - $7.85M
2.93M $153M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
36.3K
+ 2.11%
$62.54 - $68.42 $2.27M - $2.48M
1.76M $119M
HYLB
Xtrackers Usd High Yield Corp

ETFs
214K
+ 4.6%
$36.55 - $37.16 $7.84M - $7.97M
4.87M $181M
VGIT
Vanguard Intermediate Term Tre

ETFs
125K
+ 4.32%
$58.97 - $60.36 $7.36M - $7.53M
3.01M $181M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
24.3K
+ 1.48%
$34.31 - $38.09 $832K - $924K
1.66M $63M
LQD
Ishares Iboxx $ Investment Gra

ETFs
31.9K
+ 3.97%
$107.66 - $112.36 $3.44M - $3.59M
836K $93.2M
CGDV
Capital Group Divid Value ETF

ETFs
65.7K
+ 7.49%
$39.59 - $42.21 $2.6M - $2.77M
943K $39.7M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
163K
+ 3.98%
$24.87 - $25.69 $4.06M - $4.2M
4.27M $109M
CGGR
Capital Group Growth ETF Shs C

ETFs
64K
+ 12.47%
$40.2 - $44.58 $2.57M - $2.85M
578K $25.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
52.8K
+ 3.75%
$78.11 - $79.07 $4.12M - $4.17M
1.46M $115M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.1K
+ 1.63%
$87.29 - $93.61 $1.15M - $1.23M
820K $76.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
91K
+ 32.72%
$45.26 - $46.63 $4.12M - $4.24M
369K $17.1M
IVV
Ishares Core S&P 500 ETF

ETFs
2.13K
+ 3.55%
$620.67 - $670.08 $1.32M - $1.42M
62.1K $41.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70.8K
+ 2.59%
$26.38 - $27.95 $1.87M - $1.98M
2.8M $76.4M
CGUS
Capital Group Core Equity ETF
75.7K
+ 18.79%
$36.89 - $39.72 $2.79M - $3.01M
478K $18.9M
GTR
Wisdomtree Tr Target Range Fd

ETFs
38.9K
+ 1.78%
$24.38 - $25.96 $949K - $1.01M
2.22M $57.4M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
64.3K
+ 4.46%
$45.72 - $47.27 $2.94M - $3.04M
1.51M $70.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
154K
+ 60.42%
$21.69 - $23.34 $3.35M - $3.6M
410K $9.54M
CGGO
Capital Group Global Growth Eq

ETFs
71.9K
+ 13.0%
$31.71 - $34.17 $2.28M - $2.46M
625K $21.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
34.8K
+ 29.23%
$100.37 - $100.74 $3.5M - $3.51M
154K $15.5M
CGCP
Capital Group Core Plus Income

ETFs
140K
+ 35.68%
$22.27 - $22.95 $3.12M - $3.22M
533K $12.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.78K
+ 0.41%
$62.09 - $66.51 $235K - $251K
920K $60M
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 0.05%
$303.93 - $329.86 $17.3K - $18.8K
125K $41.1M
IWY
Ishares Tr Russell 200 Growth

ETFs
544
+ 0.52%
$243.93 - $275.62 $133K - $150K
104K $28.5M
VXF
Vanguard Extended Market ETF

ETFs
3.04K
+ 2.31%
$193.58 - $213.07 $588K - $648K
134K $28.1M
VGSH
Vanguard

ETFs
38.2K
+ 3.0%
$58.43 - $58.88 $2.23M - $2.25M
1.31M $77.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.28K
+ 2.64%
$132.9 - $142.03 $702K - $750K
206K $29M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
15.9K
+ 5.38%
$51.33 - $58.15 $816K - $924K
311K $17.6M
VTV
Vanguard Value ETF

ETFs
7.85K
+ 11.5%
$175.51 - $186.57 $1.38M - $1.47M
76.1K $14.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
549
+ 0.11%
$42.67 - $46.91 $23.4K - $25.8K
512K $24M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.7K
+ 6.87%
$97.75 - $100.75 $1.44M - $1.48M
229K $23M
PG
Procter & Gamble CO

Consumer Defensive
13.4K
+ 21.01%
$150.47 - $161.22 $2.02M - $2.16M
77.2K $11.9M
GOOGL
Alphabet Inc.

Communication Services
966
+ 4.59%
$174.36 - $254.72 $168K - $246K
22K $5.35M
DGRO
Ishares Core Dividend Growth E

ETFs
16.8K
+ 14.83%
$64.12 - $68.08 $1.08M - $1.14M
130K $8.86M
DVY
Ishares Tr

ETFs
1.45K
+ 0.96%
$133.88 - $142.57 $194K - $206K
152K $21.6M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
64.8K
+ 48.63%
$23.8 - $24.29 $1.54M - $1.57M
198K $4.78M
USTB
Victory Portfolios Ii Victorys

ETFs
30.3K
+ 112.19%
$50.54 - $51.1 $1.53M - $1.55M
57.2K $2.92M
Activity Summary
Buys All Purchases 363 New Holdings 41 Increased Positions 322 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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