Lindenwold Advisors, INC quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Lindenwold Advisors, INC opened 5 positions, added to 10, reduced 1, sold out of 0 and left 1 unchanged. The largest increase in value was VXUS (+$2,833,170); the largest decrease was SCHO (-$131).
- VXUS: Country of operation —; Class VG TL INTL STK F; Shares 2025-06-30 314,710; Shares 2025-09-30 334,556.
- VSDM: Country of operation —; Class SHORT TAX EXEMPT; Shares 2025-06-30 7,625; Shares 2025-09-30 23,075.
- MUB: Country of operation —; Class NATIONAL MUN ETF; Shares 2025-06-30 97,160; Shares 2025-09-30 105,536.
- DFSV: Country of operation —; Class US SMALL CAP VAL; Shares 2025-06-30 46,442; Shares 2025-09-30 70,465.
Two Form 13F-HR filings compared (SEC CIK 1874374): 2025-06-30 (filed 2025-07-24) and 2025-09-30 (filed 2025-12-16). 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; share change is the position change.
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