Zhang Financial LLC Purchases in Q3 2025

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
332K
+ 41.26%
$76.16 - $78.59 $25.3M - $26.1M
1.14M $88.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
91.3K
+ 10.39%
$135.0 - $146.02 $12.3M - $13.3M
970K $141M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
178K
+ 11.39%
$68.24 - $73.73 $12.1M - $13.1M
1.74M $128M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.52K
+ 3.24%
$567.77 - $614.76 $5.4M - $5.85M
303K $186M
VTI
Vanguard Total Stock Market Et

ETFs
3.94K
+ 0.72%
$303.93 - $329.86 $1.2M - $1.3M
550K $180M
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.57K
+ 0.27%
$67.01 - $72.84 $440K - $478K
2.4M $174M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
81.7K
+ 2.55%
$36.04 - $38.78 $2.94M - $3.17M
3.29M $127M
AAPL
Apple Inc.

Technology
2.82K
+ 1.4%
$202.38 - $256.87 $571K - $725K
205K $52.2M
VT
Vanguard Total World Stk Index

ETFs
18.1K
+ 2.6%
$128.41 - $138.03 $2.32M - $2.5M
713K $98.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
69.6K
+ 31.73%
$97.75 - $100.75 $6.81M - $7.02M
289K $29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
21.6K
+ 7.3%
$132.9 - $142.03 $2.87M - $3.06M
317K $44.7M
AVDE
American Centy ETF Tr Avantis

ETFs
47.5K
+ 16.23%
$73.24 - $79.04 $3.48M - $3.75M
340K $26.8M
IAU
Ishares Gold Trust

ETFs
1.83K
+ 0.39%
$61.62 - $72.77 $113K - $133K
476K $34.6M
AVUV
American Centy ETF Tr Avantis

ETFs
41.3K
+ 42.83%
$90.37 - $102.12 $3.73M - $4.22M
138K $13.7M
NVDA
Nvidia Corp

Technology
5.02K
+ 3.64%
$153.3 - $186.58 $770K - $937K
143K $26.7M
GOOGL
Alphabet Inc.

Communication Services
4.81K
+ 8.72%
$174.36 - $254.72 $839K - $1.23M
60K $14.6M
DFAI
Dimensional ETF Tr

ETFs
48.6K
+ 2.8%
$34.05 - $36.55 $1.65M - $1.77M
1.79M $64.9M
VO
Vanguard Mid Cap ETF

ETFs
10.3K
+ 13.37%
$279.83 - $293.74 $2.89M - $3.03M
87.5K $25.7M
VEA
Vanguard Ftse Developed Market

ETFs
50.7K
+ 20.06%
$56.02 - $60.3 $2.84M - $3.06M
303K $18.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
43K
+ 7.3%
$72.57 - $74.72 $3.12M - $3.21M
632K $47M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
3.33K
+ 1.09%
$118.33 - $128.54 $394K - $428K
308K $39.6M
DFAU
Dimensional ETF Tr

ETFs
28.9K
+ 4.61%
$42.42 - $45.96 $1.23M - $1.33M
656K $30M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
82.5K
+ 14.53%
$23.82 - $25.84 $1.97M - $2.13M
651K $16.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.89K
+ 6.44%
$362.31 - $405.74 $1.05M - $1.17M
47.8K $19.2M
ZTS
Zoetis Inc.

Healthcare
16.9K
New
$141.13 - $159.19 $2.38M - $2.69M
16.9K $2.47M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12.1K
+ 4.73%
$74.93 - $80.73 $904K - $974K
267K $21.5M
AMZN
Amazon Com Inc

Consumer Cyclical
9.08K
+ 15.5%
$211.65 - $238.24 $1.92M - $2.16M
67.7K $14.9M
ABBV
Abb Vie Inc.

Healthcare
3.28K
+ 13.35%
$184.85 - $231.54 $607K - $760K
27.9K $6.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21.3K
+ 6.47%
$78.96 - $80.04 $1.68M - $1.71M
351K $28.1M
TSLA
Tesla, Inc.

Consumer Cyclical
870
+ 7.72%
$293.94 - $444.72 $256K - $387K
12.1K $5.4M
MU
Micron Technology Inc

Technology
1.31K
+ 3.66%
$104.88 - $168.89 $137K - $221K
37K $6.18M
GKOS
Glaukos Corp

Healthcare
21.7K
New
$79.92 - $106.55 $1.74M - $2.31M
21.7K $1.77M
MSFT
Microsoft Corp

Technology
790
+ 1.27%
$491.09 - $535.64 $388K - $423K
62.9K $32.6M
AVUS
American Centy ETF Tr Avantis

ETFs
3.89K
+ 2.59%
$101.2 - $109.16 $393K - $424K
154K $16.7M
SPMD
Spdr Portfolio

ETFs
20K
+ 13.07%
$54.43 - $58.29 $1.09M - $1.17M
173K $9.9M
KAI
Kadant Inc

Industrials
5.09K
New
$297.58 - $358.61 $1.51M - $1.83M
5.09K $1.51M
VONE
Vanguard Russell 1000 ETF

ETFs
3.43K
+ 22.12%
$280.68 - $303.97 $962K - $1.04M
18.9K $5.72M
MUB
Ishares National Muni Bond ETF

ETFs
11.6K
+ 36.23%
$103.24 - $106.68 $1.2M - $1.24M
43.8K $4.66M
AVGO
Broadcom Inc.

Technology
330
+ 1.54%
$264.74 - $369.57 $87.4K - $122K
21.8K $7.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.78K
+ 0.8%
$49.43 - $54.52 $88.1K - $97.2K
225K $12.2M
META
Meta Platforms, Inc.

Communication Services
1.61K
+ 12.11%
$695.21 - $791.73 $1.12M - $1.27M
14.9K $10.9M
GOOG
Alphabet Inc.

Communication Services
293
+ 1.96%
$175.16 - $255.24 $51.3K - $74.8K
15.3K $3.72M
CAT
Caterpillar Inc

Industrials
284
+ 2.76%
$390.92 - $477.15 $111K - $136K
10.6K $5.05M
IMAX
Imax Corp

Communication Services
27.6K
New
$24.51 - $32.75 $676K - $903K
27.6K $903K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.17K
+ 5.78%
$62.54 - $68.42 $386K - $422K
113K $7.62M
KLAC
Kla Corp

Technology
46
+ 1.02%
$843.9 - $1078.6 $38.8K - $49.6K
4.54K $4.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.03%
$617.65 - $666.84 $3.71K - $4K
17.7K $11.8M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
5.15K
New
$138.31 - $165.45 $712K - $851K
5.15K $851K
VTV
Vanguard Value ETF

ETFs
1.18K
+ 1.84%
$175.51 - $186.57 $207K - $220K
65.2K $12.2M
Activity Summary
Buys All Purchases 190 New Holdings 36 Increased Positions 154 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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