Zhang Financial LLC Purchases in Q2 2025

Zhang Financial LLC

  • $2.13 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
57.6K
+ 11.8%
$243.75 - $303.93 $14M - $17.5M
546K $166M
ITOT
Ishares Core S&P Total U.S. St

ETFs
140K
+ 18.92%
$108.12 - $135.04 $15.1M - $18.9M
879K $119M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.78K
+ 1.65%
$456.74 - $568.03 $2.18M - $2.71M
294K $167M
VT
Vanguard Total World Stk Index

ETFs
76.6K
+ 12.4%
$103.16 - $128.52 $7.9M - $9.84M
695K $89.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
92.1K
+ 6.27%
$55.54 - $69.09 $5.12M - $6.37M
1.56M $108M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
144K
+ 21.78%
$75.05 - $77.34 $10.8M - $11.1M
805K $62.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
59.9K
+ 1.9%
$29.12 - $35.84 $1.75M - $2.15M
3.21M $115M
DFAU
Dimensional ETF Tr

ETFs
180K
+ 40.33%
$34.04 - $42.36 $6.13M - $7.63M
627K $26.6M
MSFT
Microsoft Corp

Technology
725
+ 1.18%
$354.56 - $497.45 $257K - $361K
62.2K $30.9M
DFAI
Dimensional ETF Tr

ETFs
76K
+ 4.58%
$28.02 - $34.71 $2.13M - $2.64M
1.74M $60M
VEA
Vanguard Ftse Developed Market

ETFs
91K
+ 56.25%
$45.65 - $57.01 $4.15M - $5.19M
253K $14.4M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
23K
+ 8.15%
$94.74 - $118.43 $2.18M - $2.72M
305K $36.1M
VUG
Vanguard Growth ETF

ETFs
10.5K
+ 73.39%
$329.49 - $438.4 $3.45M - $4.59M
24.7K $10.8M
AVUV
American Centy ETF Tr Avantis

ETFs
56.9K
+ 143.99%
$75.17 - $91.21 $4.28M - $5.19M
96.4K $8.79M
AVDE
American Centy ETF Tr Avantis

ETFs
32.3K
+ 12.4%
$59.32 - $74.36 $1.92M - $2.4M
293K $21.7M
VO
Vanguard Mid Cap ETF

ETFs
7.08K
+ 10.09%
$228.54 - $279.83 $1.62M - $1.98M
77.2K $21.6M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.34K
+ 3.09%
$273.67 - $366.17 $368K - $492K
44.9K $16.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
76.6K
+ 15.58%
$19.1 - $23.83 $1.46M - $1.83M
568K $13.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.47K
+ 2.95%
$114.78 - $133.31 $972K - $1.13M
295K $39.4M
VV
Vanguard Large Cap ETF

ETFs
8.99K
+ 291.19%
$228.25 - $285.3 $2.05M - $2.56M
12.1K $3.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
73.1K
+ 16.72%
$17.76 - $22.1 $1.3M - $1.61M
510K $11.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.52K
+ 6.06%
$498.8 - $620.9 $759K - $944K
26.6K $16.5M
META
Meta Platforms, Inc.

Communication Services
564
+ 4.44%
$484.66 - $738.09 $273K - $416K
13.3K $9.8M
PH
Parker Hannifin Corp

Industrials
3K
+ 221.51%
$517.23 - $700.54 $1.55M - $2.1M
4.35K $3.04M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
22.1K
+ 26.07%
$50.08 - $63.14 $1.11M - $1.39M
107K $6.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
22.1K
+ 7.17%
$77.94 - $79.5 $1.72M - $1.75M
330K $26.2M
AMZN
Amazon Com Inc

Consumer Cyclical
727
+ 1.26%
$167.32 - $223.3 $122K - $162K
58.6K $12.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.92K
+ 23.96%
$416.06 - $551.64 $798K - $1.06M
9.92K $5.47M
XLF
Financial Sector Spdr

ETFs
29.1K
+ 147.81%
$43.92 - $52.37 $1.28M - $1.52M
48.7K $2.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
960
+ 5.75%
$496.48 - $617.85 $477K - $593K
17.7K $10.9M
ICSH
Blackrock Ultra Short Term Bon

ETFs
27.9K
+ 61.19%
$50.48 - $50.71 $1.41M - $1.42M
73.5K $3.73M
MU
Micron Technology Inc

Technology
464
+ 1.32%
$64.72 - $127.91 $30K - $59.4K
35.7K $4.39M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.23K
+ 3.83%
$39.89 - $49.46 $328K - $407K
223K $11M
GOOGL
Alphabet Inc.

Communication Services
567
+ 1.04%
$144.7 - $178.6 $82K - $101K
55.2K $9.72M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.8K
+ 2.39%
$72.02 - $73.82 $992K - $1.02M
589K $43.4M
VTV
Vanguard Value ETF

ETFs
4.38K
+ 7.34%
$153.67 - $176.74 $673K - $774K
64.1K $11.3M
VGT
Vanguard Information Technolog

ETFs
684
+ 12.26%
$470.37 - $663.28 $322K - $454K
6.26K $4.15M
SPMD
Spdr Portfolio

ETFs
10.5K
+ 7.36%
$44.89 - $54.38 $471K - $570K
153K $8.32M
GS
Goldman Sachs Group Inc

Financial Services
91
+ 1.58%
$462.22 - $707.75 $42.1K - $64.4K
5.84K $4.14M
IWN
Ishares Russell2000 Val ETF

ETFs
1.76K
+ 1.7%
$131.84 - $157.76 $231K - $277K
105K $16.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.89K
+ 7.78%
$82.51 - $109.2 $238K - $315K
40K $4.37M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.03%
$210.28 - $289.91 $1.26K - $1.74K
19.4K $5.64M
VB
Vanguard Small Cap ETF

ETFs
2.73K
+ 38.99%
$193.73 - $237.37 $528K - $647K
9.72K $2.3M
TSLA
Tesla, Inc.

Consumer Cyclical
344
+ 3.15%
$221.86 - $362.89 $76.3K - $125K
11.3K $3.58M
IXUS
Ishares Tr

ETFs
3.27K
+ 5.08%
$62.37 - $77.63 $204K - $254K
67.8K $5.24M
AXP
American Express CO

Financial Services
235
+ 1.96%
$231.39 - $318.98 $54.4K - $75K
12.2K $3.9M
DGRO
Ishares Core Dividend Growth E

ETFs
10.2K
+ 162.49%
$55.22 - $63.94 $564K - $653K
16.5K $1.06M
COF
Capital One Financial Corp

Financial Services
3.12K
New
$150.57 - $212.76 $470K - $665K
3.12K $664K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
535
+ 7.7%
$299.15 - $396.54 $160K - $212K
7.48K $2.97M
Activity Summary
Buys All Purchases 159 New Holdings 18 Increased Positions 141 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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