Advertisement
Screener

Evansbrook LLC Historic Quarter Change: USA ETF, New

Evansbrook LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Evansbrook LLC opened 5 positions, added to 18, reduced 3 and sold out of 2.

  • Q2 2026: Stock VUG; Country of operation —; Class UIT EXCHANGE TRADED; Shares before 0.
  • Q2 2026: Stock MGK; Country of operation —; Class UIT EXCHANGE TRADED; Shares before 0.
  • Q2 2026: Stock MGC; Country of operation —; Class UIT EXCHANGE TRADED; Shares before 0.
  • Q1 2026: Stock VOO; Country of operation —; Class UIT EXCHANGE TRADED; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2069478), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-04). 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 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
UIT EXCHANGE TRADED02,724+2,724$0$234,622+$234,6222026-08-04
Q2 2026MGK
VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES
UIT EXCHANGE TRADED02,530+2,530$0$222,412+$222,4122026-08-04
Q2 2026MGC
VANGUARD MEGA CAP INDEX FUND ETF SHARES
UIT EXCHANGE TRADED0770+770$0$210,695+$210,6952026-08-04
Q1 2026VOO
VANGUARD S&P 500 ETF
UIT EXCHANGE TRADED0855+855$0$510,766+$510,7662026-06-04
Q1 2026SPUS
SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF
UIT EXCHANGE TRADED05,036+5,036$0$242,534+$242,5342026-06-04

Similar Firms

Firm NameCountry13F ValueHoldings
Broadview Financial Management, LLCUnited States$0.149B41
Collar Capital Management, LLCUnited States$0.150B75
CHARTER RESEARCH & INVESTMENT GROUP, INC.United States$0.150B84
Minerva Advisors LLCUnited States$0.150B104
COMMONS CAPITAL, LLCUnited States$0.149B111
CASCADE INVESTMENT GROUP, INC.United States$0.150B143
PINCUS CAPITAL MANAGEMENT, LPUnited States$0.150B51
COREPATH WEALTH PARTNERS LLCUnited States$0.149B42
Park State Asset ManagementUnited States$0.149B20
TABR Capital Management, LLCUnited States$0.150B51