Vance Wealth, Inc. Purchases in Q2 2025

Vance Wealth, Inc.

  • $287 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
67.5K
+ 4.02%
$29.12 - $35.84 $1.97M - $2.42M
1.75M $62.6M
DFAX
Dimensional ETF Tr
13.3K
+ 1.21%
$23.37 - $29.39 $310K - $390K
1.11M $32.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.01K
+ 78.4%
$320.42 - $424.58 $1.6M - $2.13M
11.4K $4.84M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.84K
+ 9.33%
$171.4 - $227.1 $486K - $645K
33.2K $7.55M
NVDA
Nvidia Corp

Technology
3.16K
+ 15.41%
$94.31 - $157.99 $298K - $500K
23.7K $3.74M
DUHP
Dimensional ETF Tr Dimensional

ETFs
24.1K
+ 11.3%
$29.36 - $35.56 $708K - $857K
237K $8.44M
DFAT
Dimensional ETF Tr U S Target

ETFs
14.8K
+ 10.49%
$44.8 - $53.97 $663K - $799K
156K $8.41M
AVEM
American Centy ETF Tr Avantis

ETFs
14.4K
New
$53.08 - $68.54 $765K - $988K
14.4K $987K
MSFT
Microsoft Corp

Technology
618
+ 14.28%
$354.56 - $497.45 $219K - $307K
4.95K $2.46M
TSLA
Tesla, Inc.

Consumer Cyclical
372
+ 3.76%
$221.86 - $362.89 $82.5K - $135K
10.3K $3.26M
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 9.66%
$167.32 - $223.3 $215K - $287K
14.6K $3.2M
IGOV
Ishares 1 3 International Trea

ETFs
15.5K
New
$39.53 - $43.1 $612K - $668K
15.5K $667K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
672
+ 6.41%
$224.16 - $285.86 $151K - $192K
11.2K $3.19M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.43K
+ 9.14%
$26.69 - $33.44 $198K - $248K
88.7K $2.92M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.82K
+ 69.89%
$163.6 - $208.47 $298K - $380K
4.43K $924K
NFLX
Netflix Inc

Communication Services
42
+ 4.92%
$855.86 - $1339.13 $35.9K - $56.2K
896 $1.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.35K
New
$72.96 - $90.39 $317K - $393K
4.35K $388K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
9.79K
New
$30.25 - $38.85 $296K - $380K
9.79K $379K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.4K
+ 4.07%
$75.29 - $91.16 $106K - $128K
35.9K $3.24M
AVUV
American Centy ETF Tr Avantis

ETFs
3.62K
New
$75.17 - $91.21 $272K - $330K
3.62K $329K
AVGO
Broadcom Inc.

Technology
1.18K
New
$146.29 - $275.65 $172K - $324K
1.18K $324K
UBER
Uber Technologies, Inc

Technology
482
+ 4.06%
$64.62 - $93.3 $31.1K - $45K
12.3K $1.15M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
372
+ 3.27%
$104.23 - $134.39 $38.8K - $50K
11.7K $1.58M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.92K
New
$49.73 - $51.44 $245K - $253K
4.92K $253K
AVUS
American Centy ETF Tr Avantis

ETFs
2.38K
New
$81.38 - $100.82 $193K - $240K
2.38K $239K
AXP
American Express CO

Financial Services
748
New
$231.39 - $318.98 $173K - $239K
748 $238K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.1K
New
$21.55 - $22.2 $219K - $225K
10.1K $224K
GOOG
Alphabet Inc.

Communication Services
509
+ 8.63%
$146.58 - $180.01 $74.6K - $91.6K
6.41K $1.14M
SQ
Block, Inc.

Technology
3.69K
New
N/A
3.69K $211K
ETN
Eaton Corp PLC

Industrials
588
New
$246.52 - $356.99 $145K - $210K
588 $209K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
5.15K
New
$36.58 - $40.39 $188K - $208K
5.15K $208K
IBND
Spdr Bloomberg International C

ETFs
6.39K
New
$29.46 - $32.59 $188K - $208K
6.39K $208K
AMD
Advanced Micro Devices Inc

Technology
1.46K
New
$78.21 - $143.81 $114K - $210K
1.46K $207K
INTU
Intuit Inc

Technology
16
+ 1.45%
$544.07 - $787.63 $8.71K - $12.6K
1.12K $878K
GOOGL
Alphabet Inc.

Communication Services
441
+ 9.11%
$144.7 - $178.6 $63.8K - $78.8K
5.28K $930K
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 13.84%
$908.13 - $1056.85 $120K - $140K
1.09K $1.08M
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 1.16%
$210.28 - $289.91 $8.2K - $11.3K
3.39K $982K
SHOP
Shopify Inc.

Technology
456
+ 11.42%
$76.89 - $115.35 $35.1K - $52.6K
4.45K $513K
VUG
Vanguard Growth ETF

ETFs
76
+ 5.27%
$329.49 - $438.4 $25K - $33.3K
1.52K $665K
DFUS
Dimensional ETF Tr U S Equity

ETFs
627
+ 14.61%
$53.65 - $67.02 $33.6K - $42K
4.92K $329K
CBRE
Cbre Group, Inc.

Real Estate
21
+ 0.3%
$113.94 - $140.12 $2.39K - $2.94K
7.08K $991K
WMT
Walmart Inc.

Consumer Defensive
146
+ 3.41%
$81.79 - $99.98 $11.9K - $14.6K
4.43K $433K
MA
Mastercard Inc

Financial Services
73
+ 18.34%
$479.92 - $590.74 $35K - $43.1K
471 $264K
SMMT
Summit Therapeutics Inc.

Healthcare
8
+ 0.04%
$16.64 - $36.7 $133 - $294
19.9K $423K
DFIC
Dimensional ETF Tr Dimensional

ETFs
279
+ 3.63%
$24.94 - $31.15 $6.96K - $8.69K
7.97K $247K
VIG
Vanguard Dividend Appreciation

ETFs
152
+ 13.0%
N/A
1.32K $240K
LLY
Eli Lilly & CO

Healthcare
55
+ 13.75%
$713.71 - $898.95 $39.3K - $49.4K
455 $354K
SRE
Sempra Energy

Utilities
4
+ 0.08%
$63.78 - $78.91 $255 - $316
5.04K $381K
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 7.06%
$335.24 - $380.78 $14.8K - $16.8K
667 $244K
Activity Summary
Buys All Purchases 62 New Holdings 16 Increased Positions 46 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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