Websterrogers Financial Advisors, LLC Purchases in Q3 2025

Websterrogers Financial Advisors, LLC

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.47K
+ 1.11%
$35.76 - $37.93 $160K - $169K
406K $15.3M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
18.6K
+ 7.14%
$45.72 - $47.27 $849K - $878K
279K $13.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
13.8K
+ 10.09%
$58.97 - $60.36 $811K - $830K
150K $9.01M
VGSH
Vanguard

ETFs
13.8K
+ 6.82%
$58.43 - $58.88 $808K - $815K
217K $12.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.26K
+ 1.16%
$28.69 - $30.59 $180K - $192K
544K $16.5M
VIG
Vanguard Dividend Appreciation

ETFs
3.64K
+ 6.69%
N/A
58K $10.6M
AVSC
American Centy ETF Tr Avantis
41
+ 0.04%
$51.33 - $58.63 $2.1K - $2.4K
100K $5.75M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.86K
+ 6.68%
$81.75 - $84.54 $398K - $411K
77.6K $6.53M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.77K
New
$85.01 - $90.35 $405K - $431K
4.77K $426K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.44K
+ 3.93%
$73.94 - $78.51 $254K - $270K
91.1K $7.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.61K
+ 2.42%
$48.5 - $50.19 $175K - $181K
153K $7.65M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.48K
+ 20.02%
$47.18 - $48.17 $258K - $264K
32.8K $1.58M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.31K
+ 3.35%
$50.09 - $50.73 $216K - $219K
133K $6.72M
GD
General Dynamics Corp

Industrials
642
New
$293.92 - $341.0 $189K - $219K
642 $218K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.56K
New
$29.55 - $32.52 $194K - $213K
6.56K $210K
IVV
Ishares Core S&P 500 ETF

ETFs
313
New
$620.67 - $670.08 $194K - $210K
313 $209K
DFIV
Dimensional ETF Tr

ETFs
4.43K
New
$42.66 - $46.53 $189K - $206K
4.43K $204K
VGLT
Vanguard Long Term Treasury Et

ETFs
1.06K
+ 0.77%
$54.21 - $57.41 $57.5K - $60.9K
139K $7.91M
VNQ
Vanguard Specialized Funds Van

ETFs
713
+ 2.06%
$88.47 - $93.24 $63.1K - $66.5K
35.4K $3.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.4K
+ 2.86%
$78.96 - $80.04 $111K - $112K
50.4K $4.03M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
3.01K
+ 3.11%
$17.68 - $18.75 $53.2K - $56.4K
99.8K $1.82M
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.15K
+ 3.88%
$45.22 - $48.34 $52K - $55.5K
30.8K $1.47M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.15K
+ 2.64%
$55.61 - $57.37 $64K - $66K
44.8K $2.56M
NVDA
Nvidia Corp

Technology
54
+ 2.62%
$153.3 - $186.58 $8.28K - $10.1K
2.12K $395K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.01%
$63.41 - $69.69 $63.4 - $69.7
13.1K $894K
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.45K
+ 3.43%
$26.44 - $27.1 $38.3K - $39.3K
43.7K $1.18M
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.52K
+ 1.78%
$30.71 - $30.86 $46.8K - $47K
87.3K $2.69M
BND
Vanguard Bd Index Fd Inc Total

ETFs
468
+ 2.73%
$72.57 - $74.72 $34K - $35K
17.6K $1.31M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
454
+ 0.38%
$50.81 - $51.07 $23.1K - $23.2K
120K $6.12M
PFF
Ishares Trust Ishares Pfd And

ETFs
547
+ 7.51%
$30.67 - $32.13 $16.8K - $17.6K
7.83K $247K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18
+ 0.18%
$76.16 - $78.59 $1.37K - $1.41K
10.2K $796K
SCHO
Schwab Short Term Us Treasury

ETFs
335
+ 0.97%
$24.23 - $24.42 $8.12K - $8.18K
34.9K $851K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9
+ 0.06%
$20.76 - $21.78 $187 - $196
14.6K $314K
VUSB
Vanguard Bd Index Fds
1.13K
+ 1.37%
N/A
83.5K $0
Vanguard Mun Bd Fds
955
+ 26.62%
N/A
4.54K $0
ABT
Abbott Laboratories

Healthcare
1
+ 0.04%
$120.51 - $136.62 $121 - $137
2.29K $306K
Activity Summary
Buys All Purchases 37 New Holdings 5 Increased Positions 32 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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