Wealthspire Advisors, LLC Incresed Positions in Q1 2025

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.63M
+ 102.78%
$554.06 - $615.85 $1.46B - $1.62B
5.18M $2.91B
VEA
Vanguard Ftse Developed Market

ETFs
11.8M
+ 110.74%
$47.4 - $52.99 $561M - $627M
22.5M $1.14B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18M
+ 100.73%
$507.05 - $563.67 $598M - $665M
2.35M $1.21B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.87M
+ 103.5%
$57.21 - $65.8 $450M - $518M
15.5M $903M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.4M
+ 95.16%
$27.01 - $28.54 $389M - $411M
29.6M $826M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.46M
+ 113.88%
$58.01 - $64.46 $317M - $352M
10.3M $637M
VTI
Vanguard Total Stock Market Et

ETFs
1.12M
+ 97.74%
$271.18 - $303.12 $304M - $340M
2.27M $623M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.3M
+ 100.63%
$18.36 - $20.51 $188M - $210M
20.5M $405M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.39M
+ 111.01%
$42.5 - $46.71 $186M - $205M
8.34M $377M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.99M
+ 105.3%
$102.49 - $119.96 $204M - $239M
3.88M $406M
VUG
Vanguard Growth ETF

ETFs
463K
+ 101.42%
$369.1 - $427.61 $171M - $198M
920K $341M
VO
Vanguard Mid Cap ETF

ETFs
562K
+ 100.84%
$251.87 - $277.95 $142M - $156M
1.12M $289M
VXF
Vanguard Extended Market ETF

ETFs
803K
+ 103.04%
$170.36 - $201.04 $137M - $162M
1.58M $273M
VV
Vanguard Large Cap ETF

ETFs
421K
+ 93.7%
$253.32 - $282.66 $107M - $119M
869K $223M
VB
Vanguard Small Cap ETF

ETFs
373K
+ 99.4%
$217.89 - $252.64 $81.3M - $94.3M
749K $166M
MSFT
Microsoft Corp

Technology
216K
+ 93.18%
$375.39 - $447.2 $81.1M - $96.6M
448K $168M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.06M
+ 106.87%
$56.51 - $62.98 $60.2M - $67.1M
2.06M $125M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.97M
+ 95.66%
$21.75 - $24.28 $64.7M - $72.2M
6.08M $134M
VTV
Vanguard Value ETF

ETFs
308K
+ 90.89%
$167.73 - $179.21 $51.7M - $55.3M
648K $112M
BND
Vanguard Bd Index Fd Inc Total

ETFs
710K
+ 97.65%
$71.17 - $73.66 $50.5M - $52.3M
1.44M $106M
EFA
Ishares Tr Msci Eafe ETF

ETFs
564K
+ 100.7%
$74.85 - $84.89 $42.2M - $47.9M
1.12M $91.9M
MUB
Ishares National Muni Bond ETF

ETFs
450K
+ 76.88%
$104.71 - $107.69 $47.1M - $48.4M
1.03M $109M
VBK
Vanguard Small Cap Growth ETF

ETFs
183K
+ 96.26%
$247.97 - $296.33 $45.4M - $54.2M
373K $93.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
664K
+ 94.13%
$49.25 - $50.66 $32.7M - $33.6M
1.37M $67.9M
VBR
Vanguard Small Cap Value ETF

ETFs
182K
+ 106.16%
$183.02 - $207.75 $33.4M - $37.9M
354K $66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
101K
+ 84.03%
$360.07 - $417.26 $36.2M - $42M
220K $79.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
333K
+ 184.34%
$92.45 - $106.69 $30.8M - $35.5M
513K $47.6M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
952K
+ 101.39%
$25.81 - $28.52 $24.6M - $27.2M
1.89M $52.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
259K
+ 95.18%
$95.85 - $99.25 $24.8M - $25.7M
531K $52.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
319K
+ 77.28%
$77.7 - $78.94 $24.8M - $25.2M
732K $57.8M
VT
Vanguard Total World Stk Index

ETFs
220K
+ 111.84%
$115.08 - $123.97 $25.3M - $27.3M
417K $48.3M
VNQ
Vanguard Specialized Funds Van

ETFs
249K
+ 92.6%
$85.55 - $94.34 $21.3M - $23.5M
518K $46.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
78K
+ 81.35%
$302.31 - $337.54 $23.6M - $26.3M
174K $53.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
112K
+ 103.97%
$182.82 - $196.21 $20.4M - $21.9M
219K $41.2M
IWM
Ishares Russell 2000 ETF

ETFs
115K
+ 94.56%
$198.1 - $229.79 $22.8M - $26.5M
237K $47.3M
HYD
Vaneck High Yield Muni ETF

ETFs
369K
+ 372.54%
$50.79 - $52.53 $18.7M - $19.4M
468K $23.9M
AAPL
Apple Inc.

Technology
139K
+ 30.16%
$209.68 - $247.1 $29.2M - $34.4M
602K $134M
IWR
Ishares Russell Mid Cap ETF

ETFs
212K
+ 116.4%
$82.81 - $92.93 $17.6M - $19.7M
395K $33.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
132K
+ 92.72%
$126.11 - $135.06 $16.6M - $17.8M
273K $35.3M
JNJ
Johnson & Johnson

Healthcare
90.9K
+ 100.44%
$142.06 - $167.7 $12.9M - $15.2M
181K $30.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
146K
+ 123.12%
$117.4 - $131.02 $17.2M - $19.2M
265K $31.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
153K
+ 120.42%
$114.9 - $139.6 $17.5M - $21.3M
279K $32.8M
IWV
Ishares Russell 3000 ETF

ETFs
47.6K
+ 99.41%
$313.1 - $349.83 $14.9M - $16.7M
95.5K $30.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
56.6K
+ 95.22%
$237.72 - $276.98 $13.4M - $15.7M
116K $28.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
456K
+ 92.89%
$25.69 - $26.89 $11.7M - $12.2M
946K $25.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
343K
+ 275.95%
$32.74 - $36.2 $11.2M - $12.4M
468K $16.3M
PG
Procter & Gamble CO

Consumer Defensive
70K
+ 96.61%
$158.56 - $176.26 $11.1M - $12.3M
142K $24.3M
CVX
Chevron Corp

Energy
63.9K
+ 101.22%
$146.71 - $167.97 $9.37M - $10.7M
127K $21.2M
KO
Coca Cola CO

Consumer Defensive
148K
+ 101.47%
$60.81 - $72.32 $8.97M - $10.7M
293K $21M
Activity Summary
Buys All Purchases 427 New Holdings 45 Increased Positions 382 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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