Vance Wealth, Inc. Incresed Positions in Q3 2025

Vance Wealth, Inc.

  • $312 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
72.8K
+ 4.17%
$36.04 - $38.78 $2.63M - $2.82M
1.82M $70.2M
AAPL
Apple Inc.

Technology
4.01K
+ 10.38%
$202.38 - $256.87 $812K - $1.03M
42.7K $10.9M
DFAX
Dimensional ETF Tr
88
+ 0.01%
$29.25 - $31.56 $2.57K - $2.78K
1.11M $34.8M
DFAE
Dimensional ETF Tr

ETFs
25.6K
+ 38.26%
$28.84 - $31.84 $739K - $816K
92.6K $2.92M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.16K
+ 3.01%
$35.76 - $37.93 $256K - $271K
245K $9.24M
DFIV
Dimensional ETF Tr

ETFs
13.1K
+ 25.06%
$42.66 - $46.53 $559K - $609K
65.3K $3.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
423
+ 1.27%
$225.11 - $247.9 $95.2K - $105K
33.7K $8.32M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.7K
+ 1.09%
$53.36 - $59.69 $90.5K - $101K
158K $9.17M
GOOGL
Alphabet Inc.

Communication Services
1.34K
+ 25.43%
$174.36 - $254.72 $234K - $342K
6.63K $1.61M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
716
+ 6.42%
$284.45 - $324.95 $204K - $233K
11.9K $3.8M
DFIS
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 25.53%
$29.65 - $31.77 $348K - $372K
57.6K $1.82M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.46K
+ 7.77%
$29.2 - $32.74 $159K - $179K
75.7K $2.41M
MSFT
Microsoft Corp

Technology
319
+ 6.45%
$491.09 - $535.64 $157K - $171K
5.26K $2.73M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.71K
+ 55.07%
$67.01 - $72.84 $182K - $197K
7.63K $552K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 0.46%
$459.11 - $506.91 $17.9K - $19.8K
8.55K $4.3M
META
Meta Platforms, Inc.

Communication Services
199
+ 5.59%
$695.21 - $791.73 $138K - $158K
3.76K $2.76M
VTWG
Vanguard Russell 2000 Growth E

ETFs
15
+ 0.34%
$208.02 - $237.84 $3.12K - $3.57K
4.45K $1.04M
AMD
Advanced Micro Devices Inc

Technology
416
+ 28.51%
$134.8 - $184.42 $56.1K - $76.7K
1.88K $303K
SRE
Sempra Energy

Utilities
7
+ 0.14%
$74.14 - $89.98 $519 - $630
5.04K $453K
AVGO
Broadcom Inc.

Technology
22
+ 1.87%
$264.74 - $369.57 $5.82K - $8.13K
1.2K $395K
XOM
Exxon Mobil Corp

Energy
252
+ 3.88%
$105.83 - $117.22 $26.7K - $29.5K
6.75K $760K
AMZN
Amazon Com Inc

Consumer Cyclical
246
+ 1.68%
$211.65 - $238.24 $52.1K - $58.6K
14.9K $3.26M
CVX
Chevron Corp

Energy
46
+ 1.28%
$145.57 - $161.83 $6.7K - $7.44K
3.63K $563K
ARKG
Ark Genomic Revolution ETF (De

ETFs
361
+ 3.5%
$22.91 - $27.85 $8.27K - $10.1K
10.7K $296K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.55%
$617.65 - $666.84 $2.47K - $2.67K
735 $489K
WMT
Walmart Inc.

Consumer Defensive
131
+ 2.96%
$94.4 - $104.27 $12.4K - $13.7K
4.56K $469K
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 3.45%
$357.4 - $423.42 $8.22K - $9.74K
690 $279K
COP
Conocophillips

Energy
214
+ 7.82%
$91.0 - $98.99 $19.5K - $21.2K
2.95K $279K
AXP
American Express CO

Financial Services
43
+ 5.75%
$294.27 - $342.31 $12.7K - $14.7K
791 $262K
LLY
Eli Lilly & CO

Healthcare
39
+ 8.57%
$625.65 - $812.69 $24.4K - $31.7K
494 $376K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
89
+ 1.41%
$76.16 - $78.59 $6.78K - $6.99K
6.39K $499K
ETN
Eaton Corp PLC

Industrials
3
+ 0.51%
$342.99 - $392.76 $1.03K - $1.18K
591 $221K
V
Visa Inc.

Financial Services
75
+ 5.74%
$332.09 - $358.86 $24.9K - $26.9K
1.38K $471K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
70
+ 1.59%
$78.11 - $79.07 $5.47K - $5.53K
4.47K $352K
NEAR
Blackrock Short Maturity Bond

ETFs
90
+ 1.58%
$50.8 - $51.32 $4.57K - $4.62K
5.78K $296K
TXN
Texas Instruments Inc

Technology
28
+ 1.64%
N/A
1.74K $338K
ABT
Abbott Laboratories

Healthcare
66
+ 1.86%
$120.51 - $136.62 $7.95K - $9.02K
3.61K $483K
Bitwise Bitcoin ETF Tr
4.94K
+ 12.95%
N/A
43.1K $0
Dimensional ETF Trust
14.5K
+ 9.33%
N/A
170K $0
Dimensional ETF Trust
38.1K
+ 197.47%
N/A
57.4K $0
Franklin Templeton Digital H
3.82K
+ 26.87%
N/A
18K $0
PG
Procter & Gamble CO

Consumer Defensive
23
+ 0.03%
$150.47 - $161.22 $3.46K - $3.71K
86.9K $13.4M
Activity Summary
Buys All Purchases 48 New Holdings 5 Increased Positions 43 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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