Vawter Financial, Ltd. Portfolio Holdings

Vawter Financial, Ltd.

  • $146 Billion
  • Q2 2024

Vawter Financial, Ltd. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap Growth ETF with a value of $11.7B, Vanguard Small Cap ETF with a value of $9.1B, Vanguard Total International B with a value of $8.85B, Vanguard Bd Index Fd Inc Short with a value of $8.72B, and Dimensional ETF Tr U S Target with a value of $8.64B.

Examining the 13F form we can see an increase of $7.92B in the current position value, from $138B to 146B.

Vawter Financial, Ltd. is based out at Columbus, OH

Below you can find more details about Vawter Financial, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $146 Billion
ETFs: $123 Billion
Financial Services: $3.71 Billion
Technology: $3.41 Billion
Healthcare: $3.01 Billion
Real Estate: $722 Million
Consumer Defensive: $552 Million
Energy: $528 Million
Industrials: $460 Million
Other: $919 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$36.6B
$722 Million 0.5% of portfolio
13,672
Q2 2024 Reduced 0.73%
$139B
$688 Million 0.47% of portfolio
2,022
Q1 2024 Reduced 4.71%
$57.3B
$224 Million 0.15% of portfolio
1,042
Q1 2024 Reduced 8.76%
$49B
$124 Million 0.09% of portfolio
11,120
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $146 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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