Edelman Financial Services, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Edelman Financial Services, LLC opened 15 positions, added to 189, reduced 60 and sold out of 17.
- Q3 2016: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 11,158,633.
- Q3 2016: Stock IWD; Country of operation —; Class RUS 1000 VAL ETF; Shares before 18,670,058.
- Q3 2016: Stock XT; Country of operation —; Class EXPONEN TECHNO; Shares before 27,275,693.
- Q3 2016: Stock IJH; Country of operation —; Class CORE S&P MCP ETF; Shares before 4,005,397.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1386088), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-05); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-10); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-12); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-06); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-06). 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 2006-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 11,158,633 | 11,364,127 | +205,494 | $1,196,206,000 | $1,276,078,000 | +$79,872,000 | 2016-11-07 |
|---|
| Q3 2016 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 18,670,058 | 18,988,757 | +318,699 | $1,927,310,000 | $2,005,593,000 | +$78,283,000 | 2016-11-07 |
|---|
| Q3 2016 | XT
ISHARES TR | | EXPONEN TECHNO | 27,275,693 | 27,789,405 | +513,712 | $665,527,000 | $733,918,000 | +$68,391,000 | 2016-11-07 |
|---|
| Q3 2016 | IJH
ISHARES TR | | CORE S&P MCP ETF | 4,005,397 | 4,061,294 | +55,897 | $598,366,000 | $628,323,000 | +$29,957,000 | 2016-11-07 |
|---|
| Q3 2016 | LQD
ISHARES TR | | IBOXX INV CP ETF | 6,202,806 | 6,329,596 | +126,790 | $761,301,000 | $779,680,000 | +$18,379,000 | 2016-11-07 |
|---|
| Q3 2016 | VNQ
VANGUARD INDEX FDS | | REIT ETF | 8,607,024 | 8,646,428 | +39,404 | $763,185,000 | $749,991,000 | -$13,194,000 | 2016-11-07 |
|---|
| Q3 2016 | EFA
ISHARES TR | | MSCI EAFE ETF | 1,421,187 | 1,489,176 | +67,989 | $79,331,000 | $88,055,000 | +$8,724,000 | 2016-11-07 |
|---|
| Q3 2016 | IWO
ISHARES TR | | RUS 2000 GRW ETF | 618,942 | 623,980 | +5,038 | $84,907,000 | $92,911,000 | +$8,004,000 | 2016-11-07 |
|---|
| Q3 2016 | IJJ
ISHARES TR | | S&P MC 400VL ETF | 778,334 | 798,601 | +20,267 | $99,666,000 | $106,214,000 | +$6,548,000 | 2016-11-07 |
|---|
| Q3 2016 | IEI
ISHARES TR | | 3-7 YR TR BD ETF | 1,264,280 | 1,315,072 | +50,792 | $161,006,000 | $166,409,000 | +$5,403,000 | 2016-11-07 |
|---|
| Q3 2016 | IJK
ISHARES TR | | S&P MC 400GR ETF | 402,471 | 413,858 | +11,387 | $68,062,000 | $72,313,000 | +$4,251,000 | 2016-11-07 |
|---|
| Q3 2016 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 556,560 | 561,532 | +4,972 | $59,641,000 | $62,515,000 | +$2,874,000 | 2016-11-07 |
|---|
| Q3 2016 | BND
VANGUARD BD INDEX FD INC | | TOTAL BND MRKT | 600,695 | 611,917 | +11,222 | $50,639,000 | $51,487,000 | +$848,000 | 2016-11-07 |
|---|
| Q3 2016 | VO
VANGUARD INDEX FDS | | MID CAP ETF | 1,949 | 2,244 | +295 | $241,000 | $290,000 | +$49,000 | 2016-11-07 |
|---|
| Q3 2016 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 5,464 | 5,765 | +301 | $464,000 | $502,000 | +$38,000 | 2016-11-07 |
|---|
| Q3 2016 | POWERSHARES ETF TR II
CUSIP 73936T615 | | GBL CLEAN ENER | 38,467 | 39,993 | +1,526 | $409,000 | $445,000 | +$36,000 | 2016-11-07 |
|---|
| Q3 2016 | MUB
ISHARES TR | | NATIONAL MUN ETF | 21,699 | 21,723 | +24 | $2,472,000 | $2,449,000 | -$23,000 | 2016-11-07 |
|---|
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