The Analysis of Vestwell Advisors, LLC's Holdings
Currently, Vestwell Advisors, LLC holds 49 types of securities in its portfolio with a total value $280.3M. In the most recent quarter, they have increased their positions in IVV (+32.0K shares, valued at $21.5M), AGG (+51.7K shares, valued at $5.2M), VT (+327.1K shares, valued at $4.5M); decreased their positions in VWO (-302.0K shares, valued at $163.6M), IJR (-32.8K shares, valued at $3.9M), SCHF (-164.9K shares, valued at $3.8M); initiated new positions in DFAS (+705 shares, valued at $482.5K), VTI (+1.4K shares, valued at $463.1K), AVUV (+1.2K shares, valued at $116.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV iShares Tr98.4K shares48.33%2025-09-302025-12-05
AGG iShares Tr408.3K shares14.51%2025-09-302025-12-05 SCHG Schwab Strategic Tr1.2M shares0.14%2025-09-302025-12-05 SCHF Schwab Strategic Tr1.6M shares-9.59%2025-09-302025-12-05 VTV Vanguard Index FDS147.1K shares18.02%2025-09-302025-12-05 VWO Vanguard Intl Equity Index F32.6K shares-90.26%2025-09-302025-12-05 SCHB Schwab Strategic Tr436.1K shares-2.77%2025-09-302025-12-05 VO Vanguard Index FDS33.9K shares-26.91%2025-09-302025-12-05 IAGG iShares TR134.3K shares52.88%2025-09-302025-12-05 IJR iShares Tr55.2K shares-37.25%2025-09-302025-12-05 VT Vanguard Intl Equity Index F358.2K shares1050.03%2025-09-302025-12-05 SCHH Schwab Strategic Tr159.9K shares-12.90%2025-09-302025-12-05 VBK Vanguard Index FDS6.8K shares11.63%2025-09-302025-12-05 VBR Vanguard Index FDS7.2K shares8.09%2025-09-302025-12-05 USHY iShares TR31.1K shares19.80%2025-09-302025-12-05 SCHE Schwab Strategic Tr2.4K shares726.64%2025-09-302025-12-05 VTIP Vanguard Malvern FDS14.2K shares30.76%2025-09-302025-12-05 SLYV SPDR Series Trust7.9K shares2504.26%2025-09-302025-12-05 SLYG SPDR Series Trust7.2K shares0.63%2025-09-302025-12-05 ITOT iShares Tr4.1K shares-0.83%2025-09-302025-12-05 SCHO Schwab Strategic Tr22.8K shares-21.11%2025-09-302025-12-05 VGSH Vanguard Scottsdale FDS9.2K shares-20.91%2025-09-302025-12-05 SHV iShares Tr4.8K shares-21.44%2025-09-302025-12-05 DFAS Dimensional Fund Advisors705 sharesnew addition2025-09-302025-12-05 VTI Vanguard1.4K sharesnew addition2025-09-302025-12-05 VGT Vanguard World FD458 shares-28.33%2025-09-302025-12-05 SCHZ Schwab Strategic Tr5.3K shares18.44%2025-09-302025-12-05 AVUV Avantis Investors1.2K sharesnew addition2025-09-302025-12-05 TIP iShares Tr998 shares94.54%2025-09-302025-12-05 QUAL iShares TR414 shares-48.89%2025-09-302025-12-05 IWR iShares TR709 sharesnew addition2025-09-302025-12-05 AVDV Avantis Investors742 sharesnew addition2025-09-302025-12-05 IWY iShares185 sharesnew addition2025-09-302025-12-05 IYW iShares258 sharesnew addition2025-09-302025-12-05 QQQM Invesco205 sharesnew addition2025-09-302025-12-05 VOO Vanguard83 sharesnew addition2025-09-302025-12-05 IXUS iShares35 sharesnew addition2025-09-302025-12-05 ANGL VanEck ETF Trust945 shares16.38%2025-09-302025-12-05 GLD SPDR76 sharesnew addition2025-09-302025-12-05 XLK SPDR66 sharesnew addition2025-09-302025-12-05 XLC SPDR156 sharesnew addition2025-09-302025-12-05 VSS Vanguard Intl Equity Index F122 shares1.67%2025-09-302025-12-05 VEA Vanguard2.5K sharesnew addition2025-09-302025-12-05 SCHR Schwab93 sharesnew addition2025-09-302025-12-05 SPSB SPDR77 sharesnew addition2025-09-302025-12-05 XLRE SPDR40 sharesnew addition2025-09-302025-12-05 EAGG iShares TRN/A sharesnew addition2025-09-302025-12-05 VV Vanguard Index FDSN/A sharesnew addition2025-09-302025-12-05 QLTA iShares TRN/A sharesnew addition2025-09-302025-12-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available