Vance Wealth, Inc. Reduced Holdings in Q3 2025

Vance Wealth, Inc.

  • $312 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-2.43K
- 19.69%
$86.91 - $99.57 $211K - $242K
9.91K $971K
COST
Costco Wholesale Corp

Consumer Defensive
-98
- 9.02%
$915.95 - $994.57 $89.8K - $97.5K
988 $914K
NFLX
Netflix Inc

Communication Services
-27
- 3.01%
$1147.87 - $1297.18 $31K - $35K
869 $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.54K
- 24.26%
$65.64 - $78.22 $101K - $120K
4.79K $321K
DIS
Walt Disney CO

Communication Services
-593
- 9.4%
$112.25 - $124.0 $66.6K - $73.5K
5.71K $654K
INTU
Intuit Inc

Technology
-17
- 1.52%
$646.03 - $807.39 $11K - $13.7K
1.1K $750K
IWS
Ishares Russell Midcap Value E

ETFs
-2.25K
- 8.05%
$132.83 - $140.61 $299K - $317K
25.7K $3.59M
IEMG
Ishares Inc

ETFs
-1.85K
- 2.52%
N/A
71.4K $3.83M
EFG
Msci Eafe Growth ETF

ETFs
-1.03K
- 4.61%
$106.99 - $114.46 $111K - $118K
21.4K $2.44M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.77K
- 3.7%
$137.51 - $145.26 $243K - $257K
46.1K $6.57M
DE
Deere & CO

Industrials
-20
- 2.74%
$457.26 - $524.37 $9.15K - $10.5K
709 $324K
CBRE
Cbre Group, Inc.

Real Estate
-1.03K
- 14.48%
$137.04 - $165.9 $140K - $170K
6.05K $953K
RTX
Raytheon Technologies Corp

Industrials
-359
- 22.28%
$144.19 - $167.33 $51.8K - $60.1K
1.25K $209K
SHOP
Shopify Inc.

Technology
-1.11K
- 24.91%
$112.11 - $157.12 $124K - $174K
3.34K $496K
SMMT
Summit Therapeutics Inc.

Healthcare
-11
- 0.06%
$17.61 - $30.02 $194 - $330
19.9K $412K
VEU
Vanguard Ftse All World Ex Us

ETFs
-403
- 6.74%
$66.38 - $71.68 $26.8K - $28.9K
5.58K $398K
MA
Mastercard Inc

Financial Services
-5
- 1.06%
$550.18 - $598.96 $2.75K - $2.99K
466 $265K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-872
- 4.68%
$122.57 - $132.57 $107K - $116K
17.7K $2.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
-2.77K
- 4.61%
$84.55 - $89.54 $234K - $248K
57.2K $5.11M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-86
- 3.14%
$78.88 - $85.2 $6.78K - $7.33K
2.65K $221K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-363
- 6.83%
$42.67 - $46.91 $15.5K - $17K
4.95K $231K
AVUS
American Centy ETF Tr Avantis

ETFs
-106
- 4.46%
$101.2 - $109.16 $10.7K - $11.6K
2.27K $246K
PEP
Pepsico Inc

Consumer Defensive
-52
- 2.96%
$133.81 - $152.16 $6.96K - $7.91K
1.7K $239K
VXF
Vanguard Extended Market ETF

ETFs
-51
- 4.29%
$193.58 - $213.07 $9.87K - $10.9K
1.14K $238K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-8
- 0.1%
$30.76 - $33.01 $246 - $264
7.96K $260K
VOT
Vanguard Mid Cap Growth Index

ETFs
-29
- 1.21%
$282.75 - $294.19 $8.2K - $8.53K
2.36K $694K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-87
- 0.89%
$38.52 - $41.26 $3.35K - $3.59K
9.7K $398K
IWD
Ishares Russell 1000 Val ETF

ETFs
-148
- 2.58%
$192.76 - $203.86 $28.5K - $30.2K
5.6K $1.14M
AVUV
American Centy ETF Tr Avantis

ETFs
-19
- 0.53%
$90.37 - $102.12 $1.72K - $1.94K
3.6K $358K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-67
- 2.67%
$138.45 - $158.63 $9.28K - $10.6K
2.44K $380K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.06K
- 3.89%
$52.12 - $55.33 $107K - $114K
50.9K $2.81M
IAU
Ishares Gold Trust

ETFs
-10
- 0.22%
$61.62 - $72.77 $616 - $728
4.5K $327K
BAC
Bank Of America Corp

Financial Services
-141
- 1.07%
$44.92 - $52.42 $6.33K - $7.39K
13K $672K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3
- 0.03%
$87.69 - $96.0 $263 - $288
8.91K $840K
NSC
Norfolk Southern Corp

Industrials
-13
- 1.05%
$259.49 - $300.41 $3.37K - $3.91K
1.23K $368K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-791
- 3.07%
$91.28 - $97.59 $72.2K - $77.2K
24.9K $2.39M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-968
- 3.04%
$72.04 - $77.35 $69.7K - $74.9K
30.9K $2.37M
JPM
Jpmorgan Chase & CO

Financial Services
-93
- 2.74%
$282.78 - $316.06 $26.3K - $29.4K
3.3K $1.04M
VUG
Vanguard Growth ETF

ETFs
-9
- 0.59%
$433.97 - $484.08 $3.91K - $4.36K
1.51K $724K
AVEM
American Centy ETF Tr Avantis

ETFs
-458
- 3.18%
$68.33 - $75.41 $31.3K - $34.5K
14K $1.05M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-128
- 1.09%
$133.48 - $144.38 $17.1K - $18.5K
11.6K $1.65M
EFV
Msci Eafe Value ETF

ETFs
-2.32K
- 4.12%
$62.79 - $68.42 $145K - $159K
53.9K $3.66M
VBR
Vanguard Small Cap Value ETF

ETFs
-99
- 1.11%
$195.41 - $212.37 $19.3K - $21K
8.8K $1.84M
EEM
Ishares Msci Emerging Markets

ETFs
-1.61K
- 3.62%
$48.07 - $53.4 $77.2K - $85.8K
42.7K $2.28M
MDT
Medtronic PLC

Healthcare
-183
- 0.75%
$87.67 - $95.74 $16K - $17.5K
24.2K $2.3M
SPYG
Spdr Portfolio

ETFs
-490
- 1.84%
$94.33 - $105.31 $46.2K - $51.6K
26.2K $2.74M
IWN
Ishares Russell2000 Val ETF

ETFs
-396
- 2.8%
$157.1 - $178.94 $62.2K - $70.9K
13.7K $2.43M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-277
- 0.31%
$32.53 - $35.69 $9.01K - $9.89K
88.4K $3.14M
GOOG
Alphabet Inc.

Communication Services
-400
- 6.24%
$175.16 - $255.24 $70.1K - $102K
6.01K $1.46M
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
Track This Portfolio

Track Vance Wealth, Inc. Portfolio

Follow Vance Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vance Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vance Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email