Vestwell Advisors, LLC
Vestwell Advisors, LLC reported 26 positions worth $417.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (60.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $250.8M | 60.02% | 334,882 | — | — | |
| ▸ 2 | SCHG | SH | $45.3M | 10.85% | 1,339,414 | — | — | |
| ▸ 3 | IJH | SH | $32.9M | 7.88% | 426,807 | — | — | |
| ▸ 4 | IJR | SH | $14.4M | 3.44% | 96,925 | — | — | |
| ▸ 5 | SCHB | SH | $12.9M | 3.08% | 444,927 | — | — | |
| ▸ 6 | VTV | SH | $11.4M | 2.72% | 52,197 | — | — | |
| ▸ 7 | VT | SH | $9.7M | 2.32% | 61,702 | — | — | |
| ▸ 8 | SCHF | SH | $9.5M | 2.28% | 343,227 | — | — | |
| ▸ 9 | IAGG | SH | $8.9M | 2.13% | 175,857 | — | — | |
| ▸ 10 | TIP | SH | $5.2M | 1.25% | 4,775 | — | — |
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Frequently Asked Questions
What stocks does Vestwell Advisors, LLC hold as of Q2 2026?
Vestwell Advisors, LLC reported 26 positions worth $417.8M in its Q2 2026 13F filing. Largest positions: IVV (60.0%), SCHG (10.8%), IJH (7.9%), IJR (3.4%) and SCHB (3.1%).
What did Vestwell Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Vestwell Advisors, LLC 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.