Virginia Estate & Retirement Planning 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 2026-03-31 to 2026-06-30, Virginia Estate & Retirement Planning Advisors Inc. opened 32 positions, added to 4, reduced 3, sold out of 21 and left 2 unchanged. The largest increase in value was SGOV (+$23,330,591); the largest decrease was GOVT (-$34,446,456).
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 276; Shares 2026-06-30 8,470.
- SCHF: Country of operation —; Class INTL EQTY ETF; Shares 2026-03-31 41; Shares 2026-06-30 89,530.
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2026-03-31 169; Shares 2026-06-30 409.
- AGG: Country of operation —; Class CORE US AGGBD ET; Shares 2026-03-31 42; Shares 2026-06-30 443.
Two Form 13F-HR filings compared (SEC CIK 2115327): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-28). 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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