Shotwell Rutter Baer Inc
Shotwell Rutter Baer Inc reported 38 positions worth $182.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VTI (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $27.7M | 15.21% | 74,857 | — | — | |
| ▸ 2 | AVLV | SH | $19.2M | 10.54% | 210,507 | — | — | |
| ▸ 3 | DFGX | SH | $14.2M | 7.79% | 264,904 | — | — | |
| ▸ 4 | VCIT | SH | $14.1M | 7.76% | 170,966 | — | — | |
| ▸ 5 | AVUV | SH | $12.9M | 7.09% | 103,556 | — | — | |
| ▸ 6 | VEA | SH | $12.4M | 6.80% | 173,769 | — | — | |
| ▸ 7 | AVEM | SH | $12.1M | 6.62% | 125,042 | — | — | |
| ▸ 8 | VGIT | SH | $9.8M | 5.40% | 166,625 | — | — | |
| ▸ 9 | DISV | SH | $8.7M | 4.77% | 216,654 | — | — | |
| ▸ 10 | DFIV | SH | $7.1M | 3.90% | 131,479 | — | — |
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Frequently Asked Questions
What stocks does Shotwell Rutter Baer Inc hold as of Q2 2026?
Shotwell Rutter Baer Inc reported 38 positions worth $182.1M in its Q2 2026 13F filing. Largest positions: VTI (15.2%), AVLV (10.5%), DFGX (7.8%), VCIT (7.8%) and AVUV (7.1%).
What did Shotwell Rutter Baer Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shotwell Rutter Baer Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.