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HTG Investment Advisors, Inc. Historic Quarter Change: USA ETF, Added, 2024 Q2

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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 2024: Stock AVDE; Country of operation —; Class INTL EQT ETF; Shares before 119,778.
  • Q2 2024: Stock JMUB; Country of operation —; Class MUNICIPAL ETF; Shares before 17,734.
  • Q2 2024: Stock BSV; Country of operation —; Class SHORT TRM BOND; Shares before 105,387.
  • Q2 2024: Stock DFIC; Country of operation —; Class INTL CORE EQUITY; Shares before 501,141.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2024AVDE
AMERICAN CENTY ETF TR		INTL EQT ETF119,778201,842+82,064$7,634,650$12,566,683+$4,932,0332024-07-31
Q2 2024JMUB
J P MORGAN EXCHANGE TRADED F		MUNICIPAL ETF17,73451,736+34,002$899,823$2,606,201+$1,706,3782024-07-31
Q2 2024BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND105,387124,505+19,118$8,080,028$9,549,540+$1,469,5122024-07-31
Q2 2024DFIC
DIMENSIONAL ETF TRUST		INTL CORE EQUITY501,141540,804+39,663$13,405,522$14,217,737+$812,2152024-07-31
Q2 2024VUG
VANGUARD INDEX FDS		GROWTH ETF13,27014,080+810$4,567,515$5,266,041+$698,5262024-07-31
Q2 2024VTV
VANGUARD INDEX FDS		VALUE ETF36,95541,188+4,233$6,018,491$6,606,967+$588,4762024-07-31
Q2 2024AGG
ISHARES TR		CORE US AGGBD ET84,97691,181+6,205$8,322,549$8,850,940+$528,3912024-07-31
Q2 2024BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT10,76918,144+7,375$782,152$1,307,275+$525,1232024-07-31
Q2 2024DFEM
DIMENSIONAL ETF TRUST		EMERGING MKTS CO256,620263,429+6,809$6,541,244$7,041,457+$500,2132024-07-31
Q2 2024DFAC
DIMENSIONAL ETF TRUST		US CORE EQUITY 2686,807694,147+7,340$21,943,484$22,379,299+$435,8152024-07-31
Q2 2024VUSB
VANGUARD BD INDEX FDS		VANGUARD ULTRA50,88059,385+8,505$2,521,099$2,940,730+$419,6312024-07-31
Q2 2024AVRE
AMERICAN CENTY ETF TR		REAL ESTATE ETF37,40142,962+5,561$1,581,314$1,770,894+$189,5802024-07-31
Q2 2024AVEM
AMERICAN CENTY ETF TR		AVANTIS EMGMKT44,41745,085+668$2,574,409$2,754,243+$179,8342024-07-31
Q2 2024QQQ
INVESCO QQQ TR		UNIT SER 17401,040+300$328,717$498,436+$169,7192024-07-31
Q2 2024VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF14,06314,583+520$1,553,934$1,642,472+$88,5382024-07-31
Q2 2024DFAS
DIMENSIONAL ETF TRUST		US SMALL CAP ETF38,64441,513+2,869$2,409,067$2,494,101+$85,0342024-07-31
Q2 2024DFAX
DIMENSIONAL ETF TRUST		WORLD EX US CORE588,057590,382+2,325$14,960,176$15,007,516+$47,3402024-07-31
Q2 2024IJH
ISHARES TR		CORE S&P MCP ETF61,44664,208+2,762$3,732,204$3,757,427+$25,2232024-07-31
Q2 2024VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT11,72311,825+102$588,121$584,368-$3,7532024-07-31

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