Divergent Planning, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Divergent Planning, LLC opened 1 positions, added to 16, reduced 6, sold out of 0 and left 1 unchanged. The largest increase in value was IVV (+$2,930,517); the largest decrease was VT (-$66,172).
- AVDV: Country of operation —; Class INTL SMCP VLU; Shares 2025-09-30 532,016; Shares 2025-12-31 529,894.
- VT: Country of operation —; Class TT WRLD ST ETF; Shares 2025-09-30 7,591; Shares 2025-12-31 6,964.
- VO: Country of operation —; Class MID CAP ETF; Shares 2025-09-30 2,387; Shares 2025-12-31 2,209.
- VUG: Country of operation —; Class GROWTH ETF; Shares 2025-09-30 862; Shares 2025-12-31 790.
Two Form 13F-HR filings compared (SEC CIK 1730787): 2025-09-30 (filed 2025-10-27) and 2025-12-31 (filed 2026-01-12). 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; share change is the position change.
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