Vestwell Advisors, LLC New Holdings in Q2 2025

Vestwell Advisors, LLC

  • $222 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
66.3K
New
$498.8 - $620.9 $33.1M - $41.2M
66.3K $41.2B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.72M
New
$17.76 - $22.1 $30.5M - $38M
1.72M $38B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
357K
New
$96.84 - $99.46 $34.5M - $35.5M
357K $35.4B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.17M
New
$22.27 - $29.21 $26M - $34.1M
1.17M $34.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
335K
New
$39.89 - $49.46 $13.3M - $16.6M
335K $16.6B
VO
Vanguard Mid Cap ETF

ETFs
46.4K
New
$228.54 - $279.83 $10.6M - $13M
46.4K $13B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
448K
New
$19.1 - $23.83 $8.57M - $10.7M
448K $10.7B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
87.9K
New
$90.56 - $109.49 $7.96M - $9.63M
87.9K $9.61B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
87.9K
New
$50.09 - $51.09 $4.4M - $4.49M
87.9K $4.49B
VT
Vanguard Total World Stk Index

ETFs
31.1K
New
$103.16 - $128.52 $3.21M - $4M
31.1K $4B
VTV
Vanguard Value ETF

ETFs
125K
New
$153.67 - $176.74 $19.1M - $22M
125K $2.2B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.09K
New
$219.76 - $276.94 $1.34M - $1.69M
6.09K $1.69B
VBR
Vanguard Small Cap Value ETF

ETFs
6.68K
New
$162.76 - $195.77 $1.09M - $1.31M
6.68K $1.3B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
25.9K
New
$35.3 - $37.51 $916K - $973K
25.9K $973M
SCHO
Schwab Short Term Us Treasury

ETFs
28.9K
New
$24.19 - $24.45 $699K - $706K
28.9K $704M
VGSH
Vanguard

ETFs
11.6K
New
$58.32 - $58.95 $678K - $685K
11.6K $683M
SHV
Ishares Tr

ETFs
6.13K
New
$110.06 - $110.46 $675K - $677K
6.13K $677M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
7.12K
New
$72.61 - $88.75 $517K - $632K
7.12K $632M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.09K
New
$108.12 - $135.04 $443K - $553K
4.09K $553M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
10.9K
New
$49.57 - $50.27 $539K - $546K
10.9K $547M
VGT
Vanguard Information Technolog

ETFs
639
New
$470.37 - $663.28 $301K - $424K
639 $424M
QUAL
Ishares Msci Usa Quality Facto

ETFs
810
New
$152.42 - $182.82 $123K - $148K
810 $148M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.51K
New
$22.68 - $23.28 $102K - $105K
4.51K $105M
TIP
Ishares Tr Tips Bd ETF

ETFs
513
New
$107.93 - $110.97 $55.4K - $56.9K
513 $56.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
812
New
$27.29 - $29.28 $22.2K - $23.8K
812 $23.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
120
New
$104.23 - $134.39 $12.5K - $16.1K
120 $16.2M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
289
New
$24.38 - $30.18 $7.05K - $8.72K
289 $8.71M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
305
New
$67.03 - $80.35 $20.4K - $24.5K
305 $305K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
5
New
$36.2 - $38.97 $181 - $195
5 $19K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
0
New
$46.41 - $47.7 $0 - $0
0 $0
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
0
New
$46.39 - $47.84 $0 - $0
0 $0
VV
Vanguard Large Cap ETF

ETFs
0
New
$228.25 - $285.3 $0 - $0
0 $0
Activity Summary
Buys All Purchases 33 New Holdings 33 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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