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Vermillion & White Wealth Management Group, LLC Historic Quarter Change: USA ETF, Reduced, 2026 Q1

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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.

  • Q1 2026: Stock SPTI; Country of operation —; Class UIE; Shares before 211,741.
  • Q1 2026: Stock DFSD; Country of operation —; Class UIE; Shares before 136,377.
  • Q1 2026: Stock DFAI; Country of operation —; Class UIE; Shares before 481,178.
  • Q1 2026: Stock SPHQ; Country of operation —; Class UIE; Shares before 21,339.

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
Q1 2026SPTI
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF		UIE211,74185,236-126,505$6,106,610$2,442,864-$3,663,7462026-05-15
Q1 2026DFSD
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF		UIE136,377103,148-33,229$6,547,298$4,938,705-$1,608,5932026-05-15
Q1 2026DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF		UIE481,178441,873-39,305$18,370,832$17,215,379-$1,155,4532026-05-15
Q1 2026SPHQ
INVESCO S&P 500 QUALITY ETF		UIE21,33918,268-3,071$1,601,492$1,373,571-$227,9212026-05-15
Q1 2026QUAL
ISHARES MSCI USA QUALITYFACTOR ETF		UIE3,1982,397-801$635,194$459,785-$175,4092026-05-15
Q1 2026ESGV
VANGUARD ESG U.S. STOCK ETF		UIE13,80713,755-52$1,670,094$1,544,274-$125,8202026-05-15
Q1 2026BSCS
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF		UIE36,61933,613-3,006$756,349$686,478-$69,8712026-05-15
Q1 2026DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND		UIE18,00417,666-338$1,610,106$1,551,781-$58,3252026-05-15
Q1 2026SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF		United StatesUIE10,73910,637-102$861,478$814,164-$47,3142026-05-15
Q1 2026BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF		UIE40,43538,979-1,456$801,326$764,963-$36,3632026-05-15
Q1 2026BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF		UIE36,97735,636-1,341$724,134$695,966-$28,1682026-05-15
Q1 2026LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF		UIE2,5932,376-217$285,723$258,960-$26,7632026-05-15
Q1 2026EFV
ISHARES MSCI EAFE VALUE ETF		UIE8,8728,826-46$633,532$656,195+$22,6632026-05-15
Q1 2026VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES		UIE1,3481,346-2$452,061$431,742-$20,3192026-05-15
Q1 2026GOVT
ISHARES U.S. TREASURY BOND ETF		UIE23,05322,514-539$530,809$515,787-$15,0222026-05-15
Q1 2026CGBL
CAPITAL GROUP CORE BALANCED ETF		UIE9,0048,960-44$318,129$308,297-$9,8322026-05-15
Q1 2026SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF		UIE9,3889,314-74$416,952$425,184+$8,2322026-05-15

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