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.
- Q4 2025: Stock JMUB; Country of operation —; Class MUNICIPAL ETF; Shares before 98,580.
- Q4 2025: Stock AVUS; Country of operation —; Class US EQT ETF; Shares before 212,066.
- Q4 2025: Stock VCSH; Country of operation —; Class SHRT TRM CORP BD; Shares before 16,443.
- Q4 2025: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 810,180.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2025 | JMUB
J P MORGAN EXCHANGE TRADED F | | MUNICIPAL ETF | 98,580 | 226,173 | +127,593 | $4,975,333 | $11,421,736 | +$6,446,403 | 2026-02-02 |
|---|
| Q4 2025 | AVUS
AMERICAN CENTY ETF TR | | US EQT ETF | 212,066 | 241,223 | +29,157 | $23,051,591 | $26,963,924 | +$3,912,333 | 2026-02-02 |
|---|
| Q4 2025 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 16,443 | 50,158 | +33,715 | $1,314,289 | $3,999,097 | +$2,684,808 | 2026-02-02 |
|---|
| Q4 2025 | DFAC
DIMENSIONAL ETF TRUST | | US CORE EQUITY 2 | 810,180 | 852,380 | +42,200 | $31,248,643 | $33,745,724 | +$2,497,081 | 2026-02-02 |
|---|
| Q4 2025 | DFIC
DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 701,565 | 728,285 | +26,720 | $23,004,316 | $25,096,689 | +$2,092,373 | 2026-02-02 |
|---|
| Q4 2025 | JPIE
J P MORGAN EXCHANGE TRADED F | | INCOME ETF | 41,833 | 76,630 | +34,797 | $1,941,470 | $3,547,203 | +$1,605,733 | 2026-02-02 |
|---|
| Q4 2025 | AVDE
AMERICAN CENTY ETF TR | | INTL EQT ETF | 276,722 | 282,417 | +5,695 | $21,833,366 | $23,248,567 | +$1,415,201 | 2026-02-02 |
|---|
| Q4 2025 | DFAU
DIMENSIONAL ETF TRUST | | US CORE EQT MKT | 175,091 | 199,412 | +24,321 | $8,012,160 | $9,332,477 | +$1,320,317 | 2026-02-02 |
|---|
| Q4 2025 | DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 613,767 | 627,975 | +14,208 | $19,260,008 | $20,553,637 | +$1,293,629 | 2026-02-02 |
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| Q4 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 66,864 | 70,959 | +4,095 | $12,469,523 | $13,552,457 | +$1,082,934 | 2026-02-02 |
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| Q4 2025 | BSV
VANGUARD BD INDEX FDS | | SHORT TRM BOND | 213,414 | 227,396 | +13,982 | $16,840,477 | $17,921,057 | +$1,080,580 | 2026-02-02 |
|---|
| Q4 2025 | HELO
J P MORGAN EXCHANGE TRADED F | | HEDGED EQUITY LA | 249,083 | 257,952 | +8,869 | $16,190,365 | $17,135,721 | +$945,356 | 2026-02-02 |
|---|
| Q4 2025 | VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 104,037 | 123,182 | +19,145 | $5,201,354 | $6,139,379 | +$938,025 | 2026-02-02 |
|---|
| Q4 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 16,438 | 17,825 | +1,387 | $7,883,829 | $8,696,104 | +$812,275 | 2026-02-02 |
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| Q4 2025 | DFEM
DIMENSIONAL ETF TRUST | | EMERGING MKTS CO | 283,514 | 294,698 | +11,184 | $9,092,294 | $9,748,610 | +$656,316 | 2026-02-02 |
|---|
| Q4 2025 | AVRE
AMERICAN CENTY ETF TR | | REAL ESTATE ETF | 75,359 | 90,972 | +15,613 | $3,351,978 | $3,960,021 | +$608,043 | 2026-02-02 |
|---|
| Q4 2025 | AVEM
AMERICAN CENTY ETF TR | | AVANTIS EMGMKT | 70,817 | 75,432 | +4,615 | $5,319,057 | $5,809,765 | +$490,708 | 2026-02-02 |
|---|
| Q4 2025 | AGG
ISHARES TR | | CORE US AGGBD ET | 115,036 | 120,054 | +5,018 | $11,532,359 | $11,990,994 | +$458,635 | 2026-02-02 |
|---|
| Q4 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 47,249 | 53,332 | +6,083 | $3,513,908 | $3,950,301 | +$436,393 | 2026-02-02 |
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| Q4 2025 | AVMC
AMERICAN CENTY ETF TR | | AVANTIS US MID C | 3,568 | 7,437 | +3,869 | $248,267 | $525,350 | +$277,083 | 2026-02-02 |
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| Q4 2025 | DFAS
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 47,354 | 49,562 | +2,208 | $3,241,855 | $3,452,996 | +$211,141 | 2026-02-02 |
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| Q4 2025 | DFSU
DIMENSIONAL ETF TRUST | | US SUSTAINABILTY | 6,096 | 9,812 | +3,716 | $258,913 | $426,135 | +$167,222 | 2026-02-02 |
|---|
| Q4 2025 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 9,972 | 10,015 | +43 | $3,272,353 | $3,357,568 | +$85,215 | 2026-02-02 |
|---|
| Q4 2025 | VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 47,461 | 49,832 | +2,371 | $2,402,950 | $2,464,677 | +$61,727 | 2026-02-02 |
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| Q4 2025 | ISHG
ISHARES TR | | 3YRTB ETF | 2,679 | 3,324 | +645 | $204,086 | $250,098 | +$46,012 | 2026-02-02 |
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| Q4 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 11,700 | 11,879 | +179 | $701,089 | $742,108 | +$41,019 | 2026-02-02 |
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| Q4 2025 | VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 1,834 | 1,850 | +16 | $320,188 | $328,143 | +$7,955 | 2026-02-02 |
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| Q4 2025 | VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 13,674 | 13,806 | +132 | $740,839 | $742,192 | +$1,353 | 2026-02-02 |
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