Vawter Financial, Ltd. New Holdings in Q3 2025

Vawter Financial, Ltd.

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RODM
Hartford Multifactor Developed

ETFs
143K
New
$33.53 - $35.95 $4.79M - $5.14M
143K $5.08B
AVUV
American Centy ETF Tr Avantis

ETFs
49.9K
New
$90.37 - $102.12 $4.51M - $5.1M
49.9K $4.97B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
88.5K
New
$50.47 - $50.74 $4.47M - $4.49M
88.5K $4.49B
Dimensional ETF Trust
136K
New
N/A
136K $4.49B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.6K
New
$108.46 - $120.63 $3.32M - $3.69M
30.6K $3.64B
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$692600.0 - $759798.0 $2.77M - $3.04M
4 $3.02B
AAPL
Apple Inc.

Technology
10.8K
New
$202.38 - $256.87 $2.19M - $2.77M
10.8K $2.75B
AVLV
American Centy ETF Tr Avantis
35.4K
New
$68.33 - $72.69 $2.42M - $2.57M
35.4K $2.56B
VTI
Vanguard Total Stock Market Et

ETFs
6.33K
New
$303.93 - $329.86 $1.92M - $2.09M
6.33K $2.08B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
39.5K
New
$50.81 - $51.07 $2M - $2.02M
39.5K $2.01B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.6K
New
$97.75 - $100.75 $1.82M - $1.87M
18.6K $1.86B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.1K
New
$62.09 - $66.51 $1.68M - $1.8M
27.1K $1.77B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
34.2K
New
$50.85 - $51.35 $1.74M - $1.76M
34.2K $1.75B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.62K
New
$284.45 - $324.95 $1.31M - $1.5M
4.62K $1.48B
LLY
Eli Lilly & CO

Healthcare
1.87K
New
$625.65 - $812.69 $1.17M - $1.52M
1.87K $1.43B
DFAR
Dimensional ETF Tr Dimensional

ETFs
57.5K
New
$22.9 - $24.1 $1.32M - $1.39M
57.5K $1.37B
RKT
Rocket Companies, Inc.

Financial Services
67.6K
New
$13.31 - $21.16 $900K - $1.43M
67.6K $1.31B
VTV
Vanguard Value ETF

ETFs
6.8K
New
$175.51 - $186.57 $1.19M - $1.27M
6.8K $1.27B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.44K
New
$339.37 - $366.46 $1.17M - $1.26M
3.44K $1.26B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.4K
New
$192.76 - $203.86 $1.04M - $1.1M
5.4K $1.1B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.5K
New
$136.48 - $142.97 $1.02M - $1.07M
7.5K $1.05B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
30.3K
New
$30.13 - $33.37 $912K - $1.01M
30.3K $1.01B
IWM
Ishares Russell 2000 ETF

ETFs
3.56K
New
$214.92 - $244.84 $765K - $872K
3.56K $861M
O
Realty Income Corp

Real Estate
13.5K
New
$56.13 - $60.79 $755K - $818K
13.5K $818M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.69K
New
$420.11 - $472.68 $710K - $799K
1.69K $792M
SCHC
Schwab Strategic Tr Intl Small

ETFs
17.4K
New
$42.28 - $45.71 $734K - $793K
17.4K $790M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.5K
New
$68.24 - $73.73 $715K - $772K
10.5K $770M
SPMD
Spdr Portfolio

ETFs
12.7K
New
$54.43 - $58.29 $694K - $743K
12.7K $729M
SYK
Stryker Corp

Healthcare
1.97K
New
$368.57 - $403.53 $727K - $796K
1.97K $729M
SPYG
Spdr Portfolio

ETFs
6.14K
New
$94.33 - $105.31 $579K - $647K
6.14K $642M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.76K
New
$87.69 - $96.0 $593K - $649K
6.76K $637M
AMZN
Amazon Com Inc

Consumer Cyclical
2.87K
New
$211.65 - $238.24 $608K - $684K
2.87K $631M
NFLX
Netflix Inc

Communication Services
503
New
$1147.87 - $1297.18 $577K - $652K
503 $603M
IWV
Ishares Russell 3000 ETF

ETFs
1.52K
New
$351.04 - $379.81 $532K - $575K
1.52K $574M
JNJ
Johnson & Johnson

Healthcare
3.08K
New
$155.17 - $185.42 $477K - $570K
3.08K $570M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
20.4K
New
$26.92 - $28.6 $548K - $583K
20.4K $569M
SCHV
Schwab Strategic Tr Us Large C

ETFs
19.5K
New
$27.61 - $29.15 $537K - $567K
19.5K $566M
AVGE
American Centy ETF Tr Avantis
6.65K
New
N/A
6.65K $555M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.5K
New
$49.09 - $50.58 $514K - $530K
10.5K $528M
UBCP
United Bancorp Inc

Financial Services
37.4K
New
$13.0 - $14.81 $487K - $554K
37.4K $523M
MSFT
Microsoft Corp

Technology
960
New
$491.09 - $535.64 $471K - $514K
960 $497M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.82K
New
$81.55 - $85.33 $475K - $497K
5.82K $495M
JPIN
Jp Morgan Diversified Return I

ETFs
7.31K
New
$63.14 - $67.96 $462K - $497K
7.31K $487M
VUG
Vanguard Growth ETF

ETFs
993
New
$433.97 - $484.08 $431K - $481K
993 $476M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
9.6K
New
$47.02 - $47.71 $451K - $458K
9.6K $457M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.8K
New
$42.26 - $47.16 $414K - $462K
9.8K $454M
PHYS
Sprott Physical Gold Trust

Financial Services
15K
New
$25.02 - $29.62 $375K - $444K
15K $444M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
725
New
$567.77 - $614.76 $412K - $446K
725 $444M
EEM
Ishares Msci Emerging Markets

ETFs
8.31K
New
$48.07 - $53.4 $399K - $444K
8.31K $444M
Activity Summary
Buys All Purchases 117 New Holdings 95 Increased Positions 22 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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