Advertisement
Screener

Reynders McVeigh Capital Management, LLC Historic Quarter Change: USA ETF, New

Reynders McVeigh Capital Management, 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 22 quarters from 2013-06-30 to 2026-03-31, Reynders McVeigh Capital Management, LLC opened 36 positions, added to 80, reduced 155 and sold out of 29.

  • Q1 2026: Stock VYM; Country of operation —; Class HIGH DIV YLD; Shares before 0.
  • Q1 2026: Stock ESGD; Country of operation —; Class ESG AW MSCI EAFE; Shares before 0.
  • Q1 2026: Stock VTV; Country of operation —; Class VALUE ETF; Shares before 0.
  • Q3 2025: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1455969), 22 quarters: 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 2025-11-17); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-07); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-04); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-10); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-12); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-09); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-07); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-11); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-12); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-07); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-08). 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 2009-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026VYM
Vanguard Whitehall Funds HIGH DIV YLD
HIGH DIV YLD02,314+2,314$0$343+$3432026-04-27
Q1 2026ESGD
iShares Trust ESG AWARE MSCI EAFE ETF
ESG AW MSCI EAFE02,973+2,973$0$284+$2842026-04-27
Q1 2026VTV
Vanguard Index Funds VALUE ETF
VALUE ETF01,159+1,159$0$227+$2272026-04-27
Q3 2025VOO
Vanguard Index Funds S&P 500 ETF SHS
S&P 500 ETF SHS0351+351$0$215+$2152025-11-17
Q2 2025QQQ
Invesco QQQ Trust, Series 1 UNIT SER 1
UNIT SER 10405+405$0$223+$2232025-09-04
Q1 2025IVE
iShares Trust S&P 500 VAL ETF
S&P 500 VAL ETF02,283+2,283$0$435+$4352025-05-12
Q1 2025IVV
iShares Trust CORE S&P500 ETF
CORE S&P500 ETF0684+684$0$384+$3842025-05-12
Q4 2024QQQ
Powershares Qqq Trust Unit Ser 1
UNIT SER 10509+509$0$260+$2602025-02-13
Q3 2024IVV
iShares Tr S&P 500 Index
CORE S&P 500 ETF0597+597$0$344+$3442024-11-14
Q3 2024IWM
iShare Trust RUSSELL 2000 ETF
RUSSELL 2000 ETF01,039+1,039$0$230+$2302024-11-14
Q3 2024DVY
iShare Trust SELECT DIVID ETF
SELECT DIVID ETF01,569+1,569$0$212+$2122024-11-14
Q1 2024VB
Vanguard Index Funds SMALL CP ETF
SMALL CP ETF01,036+1,036$0$237+$2372024-05-07
Q3 2016VBR
Vanguard Index Funds Small Cap
SM CP VAL ETF02,376+2,376$0$263,000+$263,0002016-11-07
Q2 2016VTI
Vanguard Index Funds Stock Mkt
TOTAL STK MKT03,339+3,339$0$358,000+$358,0002016-08-04
Q2 2016VBR
Vanguard Index Funds Small Cap
SMALL CP ETF02,376+2,376$0$250,000+$250,0002016-08-04
Q2 2016IVV
iShares Tr S&P 500 Index
CORE S&P500 ETF01,104+1,104$0$232,000+$232,0002016-08-04
Q1 2016NOBL
ProShares Tr
S&P 500 DV ARIST08,340+8,340$0$436,000+$436,0002016-05-13
Q1 2016MDY
SPDR S&P Mid Cap 400 ETF Tr
UNTSER1 S&PDCRP01,336+1,336$0$351,000+$351,0002016-05-13
Q4 2015IJK
iShares Tr S&P Mid Cap 400 Gro
S&P MC 400GR ETF02,005+2,005$0$323,000+$323,0002016-02-16
Q3 2015IVW
ISHARES TR
S&P 500 GRWT ETF06,603+6,603$0$712,000+$712,0002015-11-10
Q3 2015IVE
ISHARES TR
S&P 500 VAL ETF06,397+6,397$0$538,000+$538,0002015-11-10
Q3 2015IJR
ISHARES TR
CORE S&P SCP ETF04,105+4,105$0$437,000+$437,0002015-11-10
Q3 2015MDY
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP01,302+1,302$0$324,000+$324,0002015-11-10
Q3 2015IJK
ISHARES TR
S&p MC 400GR ETF02,005+2,005$0$315,000+$315,0002015-11-10
Q2 2015EEM
ISHARES TR
MSCI EMG MKT ETF06,179+6,179$0$245,000+$245,0002015-08-12
Q1 2015ISHARES
CUSIP 464286731
MSCI TAIWAN ETF018,600+18,600$0$293,000+$293,0002015-05-08
Q4 2013VUG
VANGUARD INDEX FDS
GROWTH ETF04,672+4,672$0$435,000+$435,0002014-02-07
Q4 2013VB
VANGUARD INDEX FDS
SMALL CP ETF02,348+2,348$0$258,000+$258,0002014-02-07
Q3 2013EFA
ISHARES
MSCI EAFE ETF010,399+10,399$0$663,000+$663,0002013-11-08
Q3 2013TIP
ISHARES
TIPS BD ETF04,790+4,790$0$539,000+$539,0002013-11-08
Q3 2013IJH
ISHARES
CORE S&P MCP ETF04,085+4,085$0$507,000+$507,0002013-11-08
Q3 2013IGSB
ISHARES
1-3 YR CR BD ETF04,146+4,146$0$436,000+$436,0002013-11-08
Q3 2013SHV
ISHARES
SHRT TRS BD ETF03,600+3,600$0$397,000+$397,0002013-11-08
Q3 2013IWF
ISHARES
RUS 1000 GRW ETF04,125+4,125$0$323,000+$323,0002013-11-08
Q3 2013VIG
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF03,313+3,313$0$231,000+$231,0002013-11-08
Q3 2013VTV
VANGUARD INDEX FDS
VALUE ETF02,940+2,940$0$205,000+$205,0002013-11-08

Similar Firms

Firm NameCountry13F ValueHoldings
FOSTER & MOTLEY INCUnited States$0.002B395
Pinegrove Venture Partners, LLCUnited States$0.002B5
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCUnited States$0.002B173
Intermede Investment Partners LtdUnited Kingdom$0.002B28
SUN LIFE FINANCIAL INCCanada$0.002B48
NWI MANAGEMENT LPUnited States$0.002B52
Evensky & Katz LLCUnited States$0.002B72
Bank of ItalyItaly$0.002B8
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCUnited States$0.002B6
Summit Global InvestmentsUnited States$0.002B483