Vantage Point Financial LLC Purchases in Q2 2025

Vantage Point Financial LLC

  • $228 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.97K
+ 15.83%
$37.66 - $43.85 $112K - $130K
21.7K $952M
Dimensional ETF Trust
1.35K
+ 9.4%
N/A
15.8K $1.09B
DFAE
Dimensional ETF Tr

ETFs
231
+ 0.49%
$22.87 - $28.95 $5.28K - $6.69K
47.8K $1.38B
DFIV
Dimensional ETF Tr

ETFs
337
+ 0.86%
$34.67 - $43.21 $11.7K - $14.6K
39.7K $1.7B
POCT
Innovator U.S. Equity Power Bu

ETFs
3.09K
+ 37.18%
$36.35 - $41.3 $112K - $128K
11.4K $471M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.44K
+ 3.67%
$29.36 - $35.56 $42.2K - $51.1K
40.6K $1.44B
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.29K
+ 6.31%
$33.22 - $37.29 $76.2K - $85.5K
38.6K $1.44B
TSLA
Tesla, Inc.

Consumer Cyclical
119
+ 8.1%
$221.86 - $362.89 $26.4K - $43.2K
1.59K $505M
GOOG
Alphabet Inc.

Communication Services
223
+ 6.3%
$146.58 - $180.01 $32.7K - $40.1K
3.76K $667M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.11K
+ 35.47%
$97.29 - $105.63 $108K - $117K
4.25K $432M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
51
+ 2.2%
$180.84 - $240.32 $9.22K - $12.3K
2.37K $569M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.13K
+ 38.06%
$45.9 - $47.2 $97.5K - $100K
7.71K $363M
VEA
Vanguard Ftse Developed Market

ETFs
524
+ 5.88%
$45.65 - $57.01 $23.9K - $29.9K
9.43K $538M
Dimensional ETF Trust
2.18K
+ 5.84%
N/A
39.5K $1.06B
VUG
Vanguard Growth ETF

ETFs
7
+ 0.63%
$329.49 - $438.4 $2.31K - $3.07K
1.12K $492M
JPM
Jpmorgan Chase & CO

Financial Services
60
+ 4.39%
$210.28 - $289.91 $12.6K - $17.4K
1.43K $414M
Dimensional ETF Trust
847
+ 0.85%
N/A
100K $3.11B
PDEC
Innovator U.S. Equity Power Bu
1.34K
+ 24.74%
N/A
6.73K $269M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
687
+ 3.84%
$32.79 - $36.78 $22.5K - $25.3K
18.6K $684M
AMAT
Applied Materials Inc

Technology
23
+ 1.48%
$126.95 - $183.52 $2.92K - $4.22K
1.58K $289M
BND
Vanguard Bd Index Fd Inc Total

ETFs
794
+ 23.94%
$72.02 - $73.82 $57.2K - $58.6K
4.11K $303M
IAU
Ishares Gold Trust

ETFs
453
+ 7.89%
$56.1 - $64.74 $25.4K - $29.3K
6.2K $386M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
1.5K
+ 4.54%
$20.29 - $21.52 $30.5K - $32.3K
34.6K $744M
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.91%
$498.8 - $620.9 $2.99K - $3.73K
666 $414M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
181
+ 15.89%
$483.48 - $539.8 $87.5K - $97.7K
1.32K $641M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
737
+ 13.09%
$44.68 - $45.96 $32.9K - $33.9K
6.37K $291M
NOCT
Innovator Growth 100 Power Buf

ETFs
140
+ 3.2%
$46.13 - $54.5 $6.46K - $7.63K
4.51K $246M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.96K
+ 3.4%
$20.99 - $23.93 $41.2K - $46.9K
59.6K $1.4B
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.41%
$103.16 - $128.52 $825 - $1.03K
1.98K $254M
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.69%
$162.76 - $195.77 $2.12K - $2.55K
1.89K $368M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
593
+ 1.46%
$18.28 - $18.7 $10.8K - $11.1K
41.2K $771M
SLV
I Shares Silver Trust

ETFs
100
+ 1.48%
$27.08 - $33.74 $2.71K - $3.37K
6.88K $226M
MBB
Ishares Tr

ETFs
143
+ 4.02%
$91.41 - $94.22 $13.1K - $13.5K
3.7K $348M
IWX
Ishares Tr Russell 200 Value E

ETFs
1
+ 0.02%
$73.26 - $84.19 $73.3 - $84.2
4.52K $380M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
27
+ 0.46%
$46.77 - $47.89 $1.26K - $1.29K
5.95K $282M
ALL
Allstate Corp

Financial Services
24
+ 1.61%
$180.53 - $212.64 $4.33K - $5.1K
1.52K $306M
JNJ
Johnson & Johnson

Healthcare
21
+ 0.79%
$146.36 - $159.82 $3.07K - $3.36K
2.67K $408M
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 2.23%
$285.55 - $321.23 $15.7K - $17.7K
2.52K $737M
IXC
Ishares Tr Global Energy ETF

ETFs
14
+ 0.07%
$34.69 - $42.32 $486 - $592
21.3K $836M
Activity Summary
Buys All Purchases 90 New Holdings 22 Increased Positions 68 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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