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Cadence Bank Historic Quarter Change: USA ETF, Added

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Cadence Bank historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Cadence Bank opened 100 positions, added to 158, reduced 267 and sold out of 93.

  • Q4 2025: Stock MGC; Country of operation —; Class MEGA CAP INDEX; Shares before 430,884.
  • Q4 2025: Stock BND; Country of operation —; Class TOTAL BND MRKT; Shares before 219,360.
  • Q4 2025: Stock ACWX; Country of operation —; Class MSCI ACWI EX US; Shares before 423,975.
  • Q4 2025: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 17,542.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1299939), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025MGC
VANGUARD WORLD FD		MEGA CAP INDEX430,884434,553+3,669$105,174,475$109,146,676+$3,972,2012026-01-30
Q4 2025BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT219,360245,309+25,949$16,313,802$18,170,036+$1,856,2342026-01-30
Q4 2025ACWX
ISHARES TR		MSCI ACWI EX US423,975437,986+14,011$27,562,614$29,401,999+$1,839,3852026-01-30
Q4 2025VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS17,54219,888+2,346$10,742,563$12,472,631+$1,730,0682026-01-30
Q4 2025VB
VANGUARD INDEX FDS		SMALL CP ETF83,94989,357+5,408$21,346,551$23,049,637+$1,703,0862026-01-30
Q4 2025JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM130,090157,709+27,619$7,428,139$9,027,263+$1,599,1242026-01-30
Q4 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT182,203195,398+13,195$10,917,603$12,206,512+$1,288,9092026-01-30
Q4 2025SPY
SPDR S&P 500 ETF TR		TR UNIT38,46639,402+936$25,625,374$26,869,108+$1,243,7342026-01-30
Q4 2025JEPQ
J P MORGAN EXCHANGE TRADED F		NASDAQ EQT PREM100,298114,044+13,746$5,769,140$6,628,237+$859,0972026-01-30
Q4 2025VOOG
VANGUARD ADMIRAL FDS INC		500 GRTH IDX F5,5806,749+1,169$2,429,866$3,000,537+$570,6712026-01-30
Q4 2025FLOT
ISHARES TR		FLTG RATE NT ETF177,059186,973+9,914$9,045,058$9,509,446+$464,3882026-01-30
Q4 2025VTEI
VANGUARD MUN BD FDS		INTERMEDIATE TRM3,4596,922+3,463$347,041$697,945+$350,9042026-01-30
Q4 2025VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS17,65422,853+5,199$1,038,949$1,342,187+$303,2382026-01-30
Q4 2025IJH
ISHARES TR		CORE S&P MCP ETF44,33848,369+4,031$2,893,497$3,192,354+$298,8572026-01-30
Q4 2025VCIT
VANGUARD SCOTTSDALE FDS		INT-TERM CORP35,27338,907+3,634$2,966,812$3,258,461+$291,6492026-01-30
Q4 2025VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD28,27731,810+3,533$2,260,180$2,536,211+$276,0312026-01-30
Q4 2025VO
VANGUARD INDEX FDS		MID CAP ETF83,08984,854+1,765$24,406,714$24,626,327+$219,6132026-01-30
Q4 2025OUNZ
VANECK MERK GOLD ETF		United StatesGOLD SHS25,40227,606+2,204$944,699$1,145,096+$200,3972026-01-30
Q4 2025VTI
VANGUARD INDEX FDS		TOTAL STK MKT11,65411,735+81$3,824,492$3,934,392+$109,9002026-01-30
Q4 2025VFH
VANGUARD WORLD FD		FINANCIALS ETF1,8082,528+720$237,281$337,462+$100,1812026-01-30
Q4 2025IVE
ISHARES TR		S&P 500 VAL ETF14,99815,054+56$3,097,236$3,192,500+$95,2642026-01-30
Q4 2025VGT
VANGUARD WORLD FD		INF TECH ETF610722+112$455,444$544,229+$88,7852026-01-30
Q4 2025AGG
ISHARES TR		CORE US AGGBD ET5,3675,952+585$538,041$594,485+$56,4442026-01-30
Q4 2025MBB
ISHARES TR		MBS ETF13,66613,670+4$1,300,319$1,301,657+$1,3382026-01-30

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