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White Lighthouse Investment Management Inc. Historic Quarter Change: USA ETF, Added

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White Lighthouse Investment Management Inc. historic quarter change: USA ETF, Added

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, White Lighthouse Investment Management Inc. opened 56 positions, added to 440, reduced 369 and sold out of 40.

  • Q2 2026: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 248,021.
  • Q2 2026: Stock SHV; Country of operation —; Class TRUST ISHARE 0-1; Shares before 519,501.
  • Q2 2026: Stock VGT; Country of operation —; Class INF TECH ETF; Shares before 32,386.
  • Q2 2026: Stock IGM; Country of operation —; Class EXPND TEC SC ETF; Shares before 123,424.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1727593), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026VUG
VANGUARD INDEX FDS		GROWTH ETF248,0211,544,459+1,296,438$108,333,190$133,039,677+$24,706,4872026-08-05
Q2 2026SHV
ISHARES TR		TRUST ISHARE 0-1519,501606,646+87,145$57,347,686$66,943,379+$9,595,6932026-08-05
Q2 2026VGT
VANGUARD WORLD FD		INF TECH ETF32,386253,028+220,642$22,596,690$30,241,861+$7,645,1712026-08-05
Q2 2026IGM
ISHARES TR		EXPND TEC SC ETF123,424128,824+5,400$14,626,945$21,072,974+$6,446,0292026-08-05
Q2 2026SCHD
SCHWAB STRATEGIC TR		US DIVIDEND EQ684,743835,391+150,648$21,007,913$26,490,259+$5,482,3462026-08-05
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 19,7419,837+96$5,622,126$7,244,031+$1,621,9052026-08-05
Q2 2026IWF
ISHARES TR		RUS 1000 GRW ETF22,48487,289+64,805$9,587,096$10,838,735+$1,251,6392026-08-05
Q2 2026VSGX
VANGUARD WORLD FD		ESG INTL STK ETF77,99280,017+2,025$5,594,352$6,588,605+$994,2532026-08-05
Q2 2026ESGV
VANGUARD WORLD FD		ESG US STK ETF46,62547,053+428$5,234,544$6,222,293+$987,7492026-08-05
Q2 2026VOT
VANGUARD INDEX FDS		MCAP GR IDXVIP13,21313,586+373$3,400,394$4,161,325+$760,9312026-08-05
Q2 2026BND
VANGUARD BD INDEX FDS		TOTAL BND MRKT383,389394,254+10,865$28,232,756$28,942,151+$709,3952026-08-05
Q2 2026VO
VANGUARD INDEX FDS		MID CAP ETF17,75871,920+54,162$5,099,675$5,794,594+$694,9192026-08-05
Q2 2026SPY
STATE STR SPDR S&P 500 ETF T		TR UNIT4,3424,533+191$2,823,545$3,385,005+$561,4602026-08-05
Q2 2026VTIP
VANGUARD MALVERN FDS		STRM INFPROIDX169,803179,052+9,249$8,481,646$8,993,798+$512,1522026-08-05
Q2 2026VCSH
VANGUARD SCOTTSDALE FDS		SHRT TRM CORP BD383,662390,825+7,163$30,412,858$30,886,869+$474,0112026-08-05
Q2 2026IUSB
ISHARES TR		CORE UNIVRSL USD85,10194,329+9,228$3,930,798$4,353,262+$422,4642026-08-05
Q2 2026ESGU
ISHARES TR		ESG AWR MSCI USA17,19317,387+194$2,431,434$2,845,730+$414,2962026-08-05
Q2 2026NULG
NUSHARES ETF TR		NUVEEN ESG LRGCP9,78710,401+614$890,030$1,217,541+$327,5112026-08-05
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF2,1722,324+152$1,418,533$1,740,519+$321,9862026-08-05
Q2 2026VOE
VANGUARD INDEX FDS		MCAP VL IDXVIP18,81819,039+221$3,467,703$3,762,203+$294,5002026-08-05
Q2 2026BSV
VANGUARD BD INDEX FDS		SHORT TRM BOND120,379124,748+4,369$9,438,942$9,719,106+$280,1642026-08-05
Q2 2026VEU
VANGUARD INTL EQUITY INDEX F		ALLWRLD EX US21,38721,733+346$1,606,164$1,820,139+$213,9752026-08-05
Q2 2026SUB
ISHARES TR		SHRT NAT MUN ETF12,63614,500+1,864$1,345,734$1,543,815+$198,0812026-08-05
Q2 2026QUAL
ISHARES TR		MSCI USA QLT FCT4,4744,739+265$858,158$1,039,879+$181,7212026-08-05
Q2 2026ESGD
ISHARES TR		ESG AW MSCI EAFE17,52918,035+506$1,676,123$1,854,178+$178,0552026-08-05
Q2 2026MUB
ISHARES TR		NATIONAL MUN ETF25,08026,230+1,150$2,662,242$2,822,873+$160,6312026-08-05
Q2 2026NUSC
NUSHARES ETF TR		NUVEEN ESG SMLCP15,99016,890+900$720,509$880,307+$159,7982026-08-05
Q2 2026VGK
VANGUARD INTL EQUITY INDEX F		FTSE EUROPE ETF24,21824,312+94$1,996,316$2,152,596+$156,2802026-08-05
Q2 2026HYG
ISHARES TR		IBOXX HI YD ETF13,11914,952+1,833$1,043,748$1,195,711+$151,9632026-08-05
Q2 2026EMB
ISHARES TR		JPMORGAN USD EMG13,04214,127+1,085$1,225,035$1,362,408+$137,3732026-08-05
Q2 2026MGK
VANGUARD WORLD FD		MEGA GRWTH IND1,7635,840+4,077$647,797$513,394-$134,4032026-08-05
Q2 2026ICSH
ISHARES TR		ULTRA SHORT DUR7,0009,500+2,500$354,340$480,510+$126,1702026-08-05
Q2 2026VPL
VANGUARD INTL EQUITY INDEX F		FTSE PACIFIC ETF5,7895,869+80$565,713$678,930+$113,2172026-08-05
Q2 2026VGSH
VANGUARD SCOTTSDALE FDS		SHORT TERM TREAS79,35781,101+1,744$4,645,548$4,720,062+$74,5142026-08-05
Q2 2026IWP
ISHARES TR		RUS MD CP GR ETF2,5572,704+147$327,603$395,893+$68,2902026-08-05
Q2 2026VBK
VANGUARD INDEX FDS		SML CP GRW ETF970985+15$293,077$360,107+$67,0302026-08-05
Q2 2026VONG
VANGUARD SCOTTSDALE FDS		VNG RUS1000GRW3,1153,191+76$341,684$407,842+$66,1582026-08-05
Q2 2026ICLN
ISHARES TR		GL CLEAN ENE ETF23,08223,617+535$422,167$483,914+$61,7472026-08-05
Q2 2026VWOB
VANGUARD WHITEHALL FDS		EM MK GOV BD ETF19,19019,597+407$1,260,609$1,317,734+$57,1252026-08-05
Q2 2026SCHP
SCHWAB STRATEGIC TR		US TIPS ETF96,95799,176+2,219$2,580,038$2,628,169+$48,1312026-08-05
Q2 2026VTEB
VANGUARD MUN BD FDS		TAX EXEMPT BD24,05824,677+619$1,200,254$1,248,163+$47,9092026-08-05
Q2 2026SUSC
ISHARES TR		ESG AWRE USD ETF44,58846,388+1,800$1,031,664$1,073,947+$42,2832026-08-05
Q2 2026KBWB
INVESCO EXCH TRADED FD TR II		KBW BK ETF2,6192,621+2$207,195$243,695+$36,5002026-08-05
Q2 2026BNDX
VANGUARD CHARLOTTE FDS		TOTAL INT BD ETF11,05911,595+536$531,402$561,537+$30,1352026-08-05
Q2 2026VCEB
VANGUARD WORLD FD		ESG US CORP BD6,2886,647+359$395,054$417,175+$22,1212026-08-05
Q2 2026VYMI
VANGUARD WHITEHALL FDS		INTL HIGH ETF2,4932,505+12$234,945$246,006+$11,0612026-08-05
Q2 2026IGSB
ISHARES TR		ISHS 1-5YR INVS17,75017,825+75$932,940$934,208+$1,2682026-08-05

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