HTG Investment Advisors, Inc. historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, HTG Investment Advisors, Inc. opened 40 positions, added to 213, reduced 74 and sold out of 20.
- Q2 2026: Stock AVUS; Country of operation —; Class US EQT ETF; Shares before 276,823.
- Q2 2026: Stock VCSH; Country of operation —; Class SHRT TRM CORP BD; Shares before 106,655.
- Q2 2026: Stock VUSB; Country of operation —; Class VANGUARD ULTRA; Shares before 193,730.
- Q2 2026: Stock AVDE; Country of operation —; Class INTL EQT ETF; Shares before 285,656.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1963875), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-23); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). 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 2022-12-31.
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