Advertisement
Screener

Vermillion & White Wealth Management Group, LLC Historic Quarter Change: USA ETF, Reduced, 2025 Q4

Add as a preferred source on Google

Vermillion & White Wealth Management Group, LLC historic quarter change: USA ETF, Reduced

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, Vermillion & White Wealth Management Group, LLC opened 421 positions, added to 348, reduced 233 and sold out of 485.

  • Q4 2025: Stock SPTL; Country of operation —; Class UIE; Shares before 5,488.
  • Q4 2025: Stock DFSD; Country of operation —; Class UIE; Shares before 136,580.
  • Q4 2025: Stock PSK; Country of operation —; Class UIE; Shares before 1,414.
  • Q4 2025: Stock IUSB; Country of operation —; Class UIE; Shares before 7,330.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1862443), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-19); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-18); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-26); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). 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 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025SPTL
STATE STRET SPDR PRTFL LT TRSRY ETF		UIE5,4883,589-1,899$147,910$95,008-$52,9022026-02-18
Q4 2025DFSD
DIMENSIONAL SHRT DRT FXDINCM ETF		UIE136,580136,377-203$6,581,781$6,547,298-$34,4832026-02-18
Q4 2025PSK
STATE STRET SPDR ICE PRFRD SC ETF IV		UIE1,414841-573$46,761$26,651-$20,1102026-02-18
Q4 2025IUSB
ISHARES CORE UNIVERSAL USD BOND ETF		UIE7,3307,005-325$342,384$326,013-$16,3712026-02-18
Q4 2025SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF		UIE9,3899,388-1$401,742$416,952+$15,2102026-02-18
Q4 2025IJT
ISHARES S&P SMLL CAP 600GRTH ETF		UIE408309-99$57,732$43,618-$14,1142026-02-18
Q4 2025LQD
ISHARES IBOXX INVT GRADEBOND ETF		UIE2,6712,593-78$297,736$285,723-$12,0132026-02-18
Q4 2025GOVT
ISHARES US TREASURY BONDETF		UIE23,43523,053-382$541,827$530,809-$11,0182026-02-18
Q4 2025VTI
VANGUARD TOTAL STOCK MARKET ETF		UIE1,3511,348-3$443,473$452,061+$8,5882026-02-18
Q4 2025SRLN
STATE STREET BLACKSTONE SENIR LN ETF		UIE933775-158$38,794$31,984-$6,8102026-02-18
Q4 2025IDV
ISHARES INTERNATIONAL SEL DIV ETF		UIE3,6613,480-181$133,810$137,286+$3,4762026-02-18
Q4 2025HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF		UIE804690-114$31,846$28,538-$3,3082026-02-18
Q4 2025QUAL
ISHARES MSCI USA QLTY FACT ETF		UIE3,2503,198-52$632,119$635,194+$3,0752026-02-18
Q4 2025SPYG
ST STRT SPDR PRTL S&P 500 GRW ETF IV		UIE1,3311,330-1$139,103$141,911+$2,8082026-02-18
Q4 2025VRP
INVSC VARIABLE RATE PREFERRED ETF		UIE997916-81$24,626$22,286-$2,3402026-02-18
Q4 2025IWS
ISHARES RUSSELL MID CAP VALUE ETF		UIE9477-17$13,129$10,861-$2,2682026-02-18
Q4 2025PGX
INVESCO PREFERRED ETF		UIE1,3371,200-137$15,508$13,486-$2,0222026-02-18
Q4 2025ESGV
VANGUARD ESG US STOCK ETF		UIE14,09013,807-283$1,668,820$1,670,094+$1,2742026-02-18
Q4 2025AGG
ISHARES CORE US AGGREGATE BOND ETF		UIE1,6401,634-6$164,410$163,204-$1,2062026-02-18
Q4 2025AOR
ISHARES CORE 60 40 BAL ALL ETF		UIE307297-10$19,776$19,308-$4682026-02-18
Q4 2025MTUM
ISHARES MSCI USA MOMNTUMFCT ETF		UIE8281-1$20,938$20,477-$4612026-02-18
Q4 2025CGCP
CAPITAL GROUP CORE PLUS INCM ETF		UIE2,4992,495-4$56,777$56,487-$2902026-02-18
Q4 2025DIVO
AMPLIFY CWP ENHANCED DIVINM ETF		UIE2625-1$1,151$1,149-$22026-02-18
Q4 2025SLYG
ST STRT SPDR S&P 600 S CGRW ETF IV		UIE98-1$811$810-$12026-02-18

Similar Firms

Firm NameCountry13F ValueHoldings
Echo Wealth Management, LLCUnited States$0.174B47
GOLDEN ROAD ADVISORS LLCUnited States$0.174B53
Breakout Capital Partners, LPUnited States$0.174B8
Solas Capital Management, LLCUnited States$0.174B22
Guardian Wealth Advisors, LLCUnited States$0.174B64
Coordinated Financial Services, Inc.United States$0.173B176
EHRLICH FINANCIAL GROUPUnited States$0.174B112
Innovative Asset Advisors Group, LLCUnited States$0.173B1,040
MELFA WEALTH MANAGEMENT, INC.United States$0.174B195
Forbes Financial Planning, Inc.United States$0.173B38
Advertisement