Partners Capital Investment Group, LLP

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Partners Capital Investment Group, LLP reported 166 stock positions worth $2.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.1% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 6.3%) and Isha Curr Hedged MSCI Eafe (HEFA, 5.3%). Compared with Q3 2025, it opened 13 new positions, sold out of 9, added to 63 and reduced 52. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +13%) and the biggest sale iShares MSCI Acwi ETF (ACWI, shares −29%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001694870
Portfolio Value
$2.7B (Q4 2025)
SEC Filing
0001104659-26-014776 ↗ filed Feb 13, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $3.3B Q1 2024 Q2 2024: $5.9B Q2 2024 Q3 2024: $6.3B Q3 2024 Q4 2024: $3.6B Q4 2024 Q1 2025: $5.9B Q1 2025 Q2 2025: $2.5B Q2 2025 Q3 2025: $2.5B Q3 2025 Q4 2025: $2.7B $2.7B Q4 2025 Q1 2026: $2.7B Q1 2026 Q2 2026: $2.8B Q2 2026

Holdings 166 stocks · $2.7B
IVV iShares Core S&P 500 ETF 22.14% 867,648 $594.3M Add +12.8%
VGSH Vanguard Short-Term Treasury 6.35% 2,899,929 $170.3M Add +17.4%
HEFA Isha Curr Hedged MSCI Eafe 5.30% 3,442,271 $142.4M Add +3.2%
IEMG iShares Core MSCI Emerging 5.30% 2,114,082 $142.1M Add +1.3%
STIP iShares 0-5 Year Tips Bond E 4.92% 1,290,115 $132.1M Add +39.7%
VTV Vanguard Mrngstr Val ETF-Aui 4.34% 609,367 $116.4M Reduce -1.1%
VOO Vanguard S&P 500 ETF 4.28% 182,948 $114.7M Reduce -7.6%
EMXC iShares MSCI Emr MRK Ex Chna 3.13% 1,155,424 $84.0M Add +6.9%
VT Vanguard Tot World STK ETF 3.01% 572,306 $80.7M Reduce -2.4%
TIP iShares Tips Bond ETF 2.96% 722,269 $79.4M Add +26.3%
ITOT iShares Core S&P Total U.S. 2.58% 466,334 $69.3M Reduce -11.4%
IEFA iShares Core MSCI Eafe ETF 2.54% 760,649 $68.0M Add +8.9%
DBJP Xtrackers MSCI Japan Hedged 2.37% 672,898 $63.7M Reduce -2.7%
IEF iShares 7-10 Year Treasury B 1.79% 500,192 $48.1M Add +17.8%
ACWI iShares MSCI Acwi ETF 1.52% 288,213 $40.8M Reduce -29.0%
REET iShares Global REIT ETF 1.45% 1,563,807 $39.0M Add +10.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.45% 57,015 $38.9M Add +0.3%
SNPS Synopsys Inc. 1.45% 57,015 $38.9M Add +0.3%
VGIT Vanguard Intermediate-Term T 1.22% 546,946 $32.8M Add +67.7%
IAU iShares Gold Trust 1.14% 376,393 $30.6M Add +7.6%
SGOV iShares 0-3 Month Treasury B 1.07% 287,091 $28.8M Reduce -7.7%
SPYX SS SPDR S&P 500 Foss FL ETF 0.75% 356,322 $20.0M Add +24.8%
HEWJ Isha Curr Hedged MSCI Japan 0.71% 361,583 $19.1M Reduce -17.2%
EWJ iShares MSCI Japan ETF 0.64% 212,681 $17.2M Reduce -16.3%
HAWX iShares Cur HDG MSCI Acwi-X 0.64% 434,639 $17.2M Add +3.2%
DXJ Wisdomtree Japan Hedged Eq 0.64% 118,546 $17.1M Add +0.3%
SUB iShares Short-Term National 0.63% 159,194 $17.0M Reduce -25.6%
LEMB iShares JP Morgan Em Local C 0.60% 385,814 $16.0M New
XLE SS Energy Select Sector 0.49% 296,295 $13.2M Add +0.8%
VNQ Vanguard Real Estate ETF 0.47% 143,402 $12.7M Add +1.1%
XCEM Columbia Em Core Ex-China 0.46% 320,043 $12.3M Reduce -21.2%
BILS SS Spdrb B 3-12M T-Bill ETF 0.44% 118,527 $11.8M Reduce -26.5%
IWV iShares Russell 3000 ETF 0.43% 29,847 $11.5M Add +0.3%
EFA iShares MSCI Eafe ETF 0.43% 119,137 $11.4M Reduce -8.9%
VTWO Vanguard Russell 2000 ETF 0.42% 114,466 $11.4M Add +0.3%
PWRD TCW Transform Systems ETF 0.38% 105,340 $10.1M No change
MCHI iShares MSCI China ETF 0.38% 168,407 $10.1M Add +0.7%
USHY iShares Broad Usd High Yield 0.36% 258,826 $9.7M Reduce -48.7%
IWM iShares Russell 2000 ETF 0.34% 37,199 $9.2M Add +8.6%
SHY iShares 1-3 Year Treasury Bo 0.33% 106,376 $8.8M Add +16.0%
ISRA Vaneck Israel ETF 0.32% 147,257 $8.7M Add +1.5%
DBEF Xtrackers MSCI Eafe Hedged E 0.31% 175,554 $8.4M Add +22.6%
BIL SS SPDR BB 1-3M T-Bill ETF 0.28% 82,502 $7.5M Add +4.9%
MSFT Microsoft Corp. 0.28% 15,328 $7.4M Reduce -10.1%
QQQ Invesco QQQ Trust Series 1 0.25% 11,106 $6.8M Add +0.1%
SHV iShares 0-1 Year Treasury Bo 0.24% 57,618 $6.3M Reduce -6.3%
VTI VG Morningstar TS MKT ETF-US 0.23% 18,369 $6.2M Add +0.6%
RSP Invesco S&P 500 Equal Weight 0.22% 31,350 $6.0M Add +9.7%
EPP iShares MSCI Pacific Ex Japa 0.22% 118,784 $6.0M Add +2.1%
QUAL iShares MSCI USA Quality Fac 0.22% 29,789 $5.9M Add +0.3%
META Meta Platforms Inc. Class A 0.22% 8,925 $5.9M Reduce -9.4%
GOOGL Alphabet Inc. Class A 0.21% 18,077 $5.7M Reduce -28.5%
URTH iShares MSCI World ETF 0.18% 26,420 $4.9M Reduce -8.7%
GLD SPDR Gold Shares 0.18% 12,310 $4.9M No change
SRLN SS Blackstone Sr Loan ETF 0.17% 111,806 $4.6M Add +2.4%
LIN Linde PLC 0.17% 10,698 $4.6M Add +11.4%
MTZ Mastec Inc. 0.17% 20,623 $4.5M New
CRM Salesforce Inc. 0.17% 16,907 $4.5M Add +29.3%
EEM iShares MSCI Emerging Market 0.17% 81,461 $4.5M Add +1.4%
COF Capital One Financial Corp. 0.16% 18,202 $4.4M New
V Visa Inc. Class A 0.16% 12,356 $4.3M Reduce -14.0%
NVSEF Novartis AG-Reg 0.16% 31,324 $4.3M Reduce -26.2%
SCHW Schwab (charles) Corp. 0.16% 43,137 $4.3M Reduce -18.8%
BMY Bristol-Myers Squibb Co. 0.16% 78,972 $4.3M Add +9.4%
TSM Taiwan Semiconductor-SP ADR 0.16% 14,007 $4.3M Reduce -36.1%
NWSA News Corp. Class A 0.15% 159,129 $4.2M Add +5.5%
TDG Transdigm Group Inc. 0.15% 3,097 $4.1M Reduce -15.1%
SPGI S&P Global Inc. 0.15% 7,809 $4.1M Add +9.1%
ICE Intercontinental Exchange Inc. 0.15% 24,959 $4.0M Reduce -17.9%
VMC Vulcan Materials Co. 0.15% 14,099 $4.0M Reduce -10.4%
HLT Hilton Worldwide Holdings Inc. 0.15% 13,757 $4.0M Reduce -23.8%
VPL Vanguard Ftse Pacific ETF 0.14% 42,905 $3.9M Add +8.3%
URI United Rentals Inc. 0.14% 4,782 $3.9M Reduce -4.8%
TYL Tyler Technologies Inc. 0.14% 8,402 $3.8M Reduce -8.6%
QSR Restaurant Brands Intern 0.14% 53,939 $3.7M Reduce -15.6%
DE Deere & Co. 0.14% 7,843 $3.7M Reduce -15.9%
ESGU iShares ESG Aware MSCI USA 0.13% 24,006 $3.6M Add +0.3%
AVGO Broadcom Inc. 0.13% 10,288 $3.6M Reduce -36.7%
FERG Ferguson Jersey Ltd. 0.13% 15,873 $3.5M Reduce -11.0%
AAPL Apple Inc. 0.13% 12,565 $3.4M Add +1.1%
MUB iShares National Muni Bond E 0.12% 30,959 $3.3M Add +1.1%
DBEU Xtrackers MSCI Europe Hedged 0.12% 65,740 $3.2M Reduce -10.2%
NOW ServiceNow Inc. 0.11% 19,165 $2.9M Add +8.4%
USMV iShares MSCI USA Min Vol Fac 0.10% 29,341 $2.8M Add +0.4%
GOOG Alphabet Inc. Class C 0.09% 7,760 $2.4M Add +349.3%
VTIP Vanguard Short-Term Tips 0.09% 48,597 $2.4M Reduce -5.9%
REZ Ishars Res and Multi Reales 0.09% 28,990 $2.4M No change
INDA iShares MSCI India ETF 0.08% 41,894 $2.3M No change
JBTM JBT Marel Corp. 0.08% 13,816 $2.1M Reduce -19.9%
UTHR United Therapeutics Corp. 0.07% 4,076 $2.0M Reduce -30.2%
ARGX Argenx SE - ADR 0.07% 2,159 $1.8M Reduce -38.4%
INCY Incyte Corp. 0.07% 18,253 $1.8M Reduce -38.3%
SNAP Snap Inc. Class A 0.07% 218,359 $1.8M No change
IGIFF Igm Financial Inc. 0.07% 13,547 $1.7M Add +16.5%
IGM iShares Expanded Tech Sector 0.07% 13,547 $1.7M Add +16.5%
ONC Beone Medicines Ltd.-ADR 0.07% 5,744 $1.7M Reduce -44.6%
KWEB Kranesh Csi China Internet 0.06% 46,890 $1.6M No change
IEI iShares 3-7 Year Treasury Bo 0.06% 12,797 $1.5M Add +1.2%
HWM Howmet Aerospace Inc. 0.06% 7,200 $1.5M No change
IWR iShares Russell Mid-Cap ETF 0.05% 15,239 $1.5M Add +0.4%
ACVA Acv Auctions Inc. Class A 0.05% 180,445 $1.4M New
IGV iShares Expanded Tech-Softwa 0.05% 13,169 $1.4M Add +115.0%
TIPX SS SPDR BB 1-10YR Tips ETF 0.05% 72,114 $1.4M New
VNQI Vanguard GLBL Ex-US Real Est 0.05% 28,136 $1.3M Add +22.6%
SOXX iShares Semiconductor ETF 0.05% 4,016 $1.2M Add +25.9%
IVE iShares S&P 500 Value ETF 0.04% 5,332 $1.1M Add +22.3%
VIG Vanguard Dividend Apprec ETF 0.04% 5,114 $1.1M Add +0.8%
EWU iShares MSCI United Kingdom 0.04% 25,206 $1.1M Add +1.9%
APO Apollo Asset Management Inc. 0.04% 7,391 $1.1M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.04% 58,993 $988K Reduce -13.0%
BXMT Blackstone Mortgage Tru Class A 0.03% 44,466 $851K Add +2.5%
XBI SS SPDR S&P Biotech ETF 0.03% 6,934 $845K No change
ACWX iShares MSCI Acwi Ex US ETF 0.03% 12,594 $845K Add +1.6%
CQQQ Invesco China Technology ETF 0.02% 12,749 $663K Add +2.2%
SRVR Pacer Data & Infrastructure 0.02% 22,714 $651K No change
BX Blackstone Inc. 0.02% 4,189 $646K Add +0.2%
INDS Pacer Industrial Real Estate 0.02% 17,137 $629K No change
STX Seagate Technology Ulc 0.02% 2,254 $621K No change
STX Seagate Technology Holdings 0.02% 2,254 $621K No change
CMI Cummins Inc. 0.02% 1,204 $615K Reduce -9.4%
NFLX Netflix Inc. 0.02% 6,460 $606K Reduce -11.0%
GM General Motors Co. 0.02% 7,310 $594K Reduce -16.8%
AOR iShares Core 60/40 Balanced 0.02% 7,668 $498K New
EMR Emerson Electric Co. 0.02% 3,581 $475K No change
NOBL Proshares S&P 500 Dividend A 0.02% 4,543 $473K No change
TT Trane Technologies PLC 0.02% 1,212 $472K No change
VRT Vertiv Holdings Co. Class A 0.02% 2,820 $457K Reduce -14.1%
EFV iShares MSCI Eafe Value ETF 0.02% 6,324 $452K No change
GFL GFL Environmental Inc.-Sub VT 0.02% 10,507 $451K No change
VWO Vanguard Ftse Emerging Marke 0.02% 8,017 $431K Add +1.9%
PCG P G & E Corp. 0.02% 26,066 $419K No change
IREN Iren Ltd. filed as IREN LIMITED 0.02% 11,000 $415K Reduce -31.3%
SAFRF Safran SA 0.02% 1,158 $404K No change
VST Vistra Corp. 0.01% 2,450 $395K No change
COIN Coinbase Global Inc. Class A 0.01% 1,738 $393K Reduce -6.5%
RSG Republic Services Inc. 0.01% 1,836 $389K Reduce -12.4%
CNP Centerpoint Energy Inc. 0.01% 10,112 $388K No change
XEL Xcel Energy Inc. 0.01% 5,211 $385K No change
IBBQ Invesco Nasdaq Biotech ETF 0.01% 12,917 $367K No change
URGN Urogen Pharma Ltd. 0.01% 15,384 $360K No change
PRIM Primoris Services Corp. 0.01% 2,697 $335K New
FSLR First Solar Inc. 0.01% 1,254 $328K New
KKR KKR & Co. Inc. 0.01% 2,529 $322K No change
ETN Eaton Corp. PLC 0.01% 978 $312K New
GWRE Guidewire Software Inc. 0.01% 1,529 $307K No change
C Citigroup Inc. 0.01% 2,432 $284K No change
WM Waste Management Inc. 0.01% 1,224 $269K Reduce -44.8%
FOXA Fox Corp. Class A 0.01% 3,509 $256K No change
LEN Lennar Corp. Class A 0.01% 2,455 $252K Add +0.4%
UE Urban Edge Properties 0.01% 13,147 $252K No change
KMB Kimberly-Clark Corp. 0.01% 2,500 $252K New
VFH Vanguard Financials ETF 0.01% 1,877 $251K No change
UBER Uber Technologies Inc. 0.01% 3,063 $250K No change
CBRE CBRE Group Inc. Class A 0.01% 1,484 $239K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.01% 2,890 $233K Add +1.9%
BRK.B Berkshire Hathaway Inc. Class B 0.01% 459 $231K No change
PLTR Palantir Technologies Inc. Class A 0.01% 1,254 $223K No change
ALLO Allogene Therapeutics Inc. 0.01% 161,597 $221K No change
TSLA Tesla Inc. 0.01% 492 $221K Reduce -52.8%
FC Franklin Covey Co. 0.01% 11,924 $200K No change
TEAD Teads Holding Co. 0.01% 209,407 $147K No change
POET Poet Technologies Inc. 0.01% 23,000 $146K New
OPEN Opendoor Technologies Inc. 0.00% 21,326 $124K Reduce -48.4%
CANG Cango Inc./KY - ADR 0.00% 75,000 $113K New
BITF Bitfarms Ltd./Canada 0.00% 20,000 $47K New
BTBT Bit Digital Inc. 0.00% 10,000 $19K Reduce -66.7%

Portfolio Sells Q3 2025 → Q4 2025
ACWI iShares MSCI Acwi ETF Reduce -29.0% 1.52% −0.71
VOO Vanguard S&P 500 ETF Reduce -7.6% 4.28% −0.54
ITOT iShares Core S&P Total U.S. Reduce -11.4% 2.58% −0.46
USHY iShares Broad Usd High Yield Reduce -48.7% 0.36% −0.40
SUB iShares Short-Term National Reduce -25.6% 0.63% −0.27
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.1% 4.34% −0.23
ABLZF Abb Ltd.-Reg Sold out 0.00% −0.21
VT Vanguard Tot World STK ETF Reduce -2.4% 3.01% −0.20
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -26.5% 0.44% −0.20
BN Brookfield Corp. Sold out 0.00% −0.19
GPDNF Danone Sold out 0.00% −0.19
CTVA Corteva Inc. Sold out 0.00% −0.19
SGOV iShares 0-3 Month Treasury B Reduce -7.7% 1.07% −0.17
EWJ iShares MSCI Japan ETF Reduce -16.3% 0.64% −0.17
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.16
HEWJ Isha Curr Hedged MSCI Japan Reduce -17.2% 0.71% −0.15
XCEM Columbia Em Core Ex-China Reduce -21.2% 0.46% −0.13
TSM Taiwan Semiconductor-SP ADR Reduce -36.1% 0.16% −0.08
AVGO Broadcom Inc. Reduce -36.7% 0.13% −0.08
ONC Beone Medicines Ltd.-ADR Reduce -44.6% 0.07% −0.08
MSFT Microsoft Corp. Reduce -10.1% 0.28% −0.07
META Meta Platforms Inc. Class A Reduce -9.4% 0.22% −0.07
EFA iShares MSCI Eafe ETF Reduce -8.9% 0.43% −0.06
ICE Intercontinental Exchange Inc. Reduce -17.9% 0.15% −0.05
NVSEF Novartis AG-Reg Reduce -26.2% 0.16% −0.05
TYL Tyler Technologies Inc. Reduce -8.6% 0.14% −0.05
URI United Rentals Inc. Reduce -4.8% 0.14% −0.05
VMC Vulcan Materials Co. Reduce -10.4% 0.15% −0.04
SCHW Schwab (charles) Corp. Reduce -18.8% 0.16% −0.04
HLT Hilton Worldwide Holdings Inc. Reduce -23.8% 0.15% −0.04
TDG Transdigm Group Inc. Reduce -15.1% 0.15% −0.04
ARGX Argenx SE - ADR Reduce -38.4% 0.07% −0.04
SHV iShares 0-1 Year Treasury Bo Reduce -6.3% 0.24% −0.03
DE Deere & Co. Reduce -15.9% 0.14% −0.03
V Visa Inc. Class A Reduce -14.0% 0.16% −0.03
GOOGL Alphabet Inc. Class A Reduce -28.5% 0.21% −0.03
INCY Incyte Corp. Reduce -38.3% 0.07% −0.03
LLY Eli Lilly & Co. Sold out 0.00% −0.03
DIDIY Didi Global Inc. Sold out 0.00% −0.03
FERG Ferguson Jersey Ltd. Reduce -11.0% 0.13% −0.03
URTH iShares MSCI World ETF Reduce -8.7% 0.18% −0.03
QSR Restaurant Brands Intern Reduce -15.6% 0.14% −0.03
UTHR United Therapeutics Corp. Reduce -30.2% 0.07% −0.02
JBTM JBT Marel Corp. Reduce -19.9% 0.08% −0.02
CLSK Cleanspark Inc. Sold out 0.00% −0.02
DBEU Xtrackers MSCI Europe Hedged Reduce -10.2% 0.12% −0.02
IREN Iren Ltd. Reduce -31.3% 0.02% −0.01
VTIP Vanguard Short-Term Tips Reduce -5.9% 0.09% −0.01
NFLX Netflix Inc. Reduce -11.0% 0.02% −0.01
ETR Entergy Corp. Sold out 0.00% −0.01

Portfolio Buys Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Add +12.8% 22.14% +1.68
STIP iShares 0-5 Year Tips Bond E Add +39.7% 4.92% +1.13
LEMB iShares JP Morgan Em Local C New 0.60% +0.60
VGSH Vanguard Short-Term Treasury Add +17.4% 6.35% +0.57
VGIT Vanguard Intermediate-Term T Add +67.7% 1.22% +0.44
TIP iShares Tips Bond ETF Add +26.3% 2.96% +0.43
EMXC iShares MSCI Emr MRK Ex Chna Add +6.9% 3.13% +0.23
MTZ Mastec Inc. New 0.17% +0.17
IEF iShares 7-10 Year Treasury B Add +17.8% 1.79% +0.16
COF Capital One Financial Corp. New 0.16% +0.16
IAU iShares Gold Trust Add +7.6% 1.14% +0.13
SPYX SS SPDR S&P 500 Foss FL ETF Add +24.8% 0.75% +0.12
IEFA iShares Core MSCI Eafe ETF Add +8.9% 2.54% +0.11
GOOG Alphabet Inc. Class C Add +349.3% 0.09% +0.07
HEFA Isha Curr Hedged MSCI Eafe Add +3.2% 5.30% +0.06
ACVA Acv Auctions Inc. Class A New 0.05% +0.05
TIPX SS SPDR BB 1-10YR Tips ETF New 0.05% +0.05
DBEF Xtrackers MSCI Eafe Hedged E Add +22.6% 0.31% +0.05
CRM Salesforce Inc. Add +29.3% 0.17% +0.04
DXJ Wisdomtree Japan Hedged Eq Add +0.3% 0.64% +0.04
BMY Bristol-Myers Squibb Co. Add +9.4% 0.16% +0.03
SHY iShares 1-3 Year Treasury Bo Add +16.0% 0.33% +0.03
IGV iShares Expanded Tech-Softwa Add +115.0% 0.05% +0.02
AOR iShares Core 60/40 Balanced New 0.02% +0.02
REET iShares Global REIT ETF Add +10.7% 1.45% +0.02
SPGI S&P Global Inc. Add +9.1% 0.15% +0.01
PRIM Primoris Services Corp. New 0.01% +0.01
FSLR First Solar Inc. New 0.01% +0.01
IWM iShares Russell 2000 ETF Add +8.6% 0.34% +0.01
ETN Eaton Corp. PLC New 0.01% +0.01
SOXX iShares Semiconductor ETF Add +25.9% 0.05% +0.01
KMB Kimberly-Clark Corp. New 0.01% +0.01
RSP Invesco S&P 500 Equal Weight Add +9.7% 0.22% +0.01
ISRA Vaneck Israel ETF Add +1.5% 0.32% +0.01
IGIFF Igm Financial Inc. Add +16.5% 0.07% +0.01
IGM iShares Expanded Tech Sector Add +16.5% 0.07% +0.01
HAWX iShares Cur HDG MSCI Acwi-X Add +3.2% 0.64% +0.01
IVE iShares S&P 500 Value ETF Add +22.3% 0.04% +0.01
VPL Vanguard Ftse Pacific ETF Add +8.3% 0.14% +0.01
POET Poet Technologies Inc. New 0.01% +0.01
VNQI Vanguard GLBL Ex-US Real Est Add +22.6% 0.05% +0.00
CANG Cango Inc./KY - ADR New 0.00% +0.00
BITF Bitfarms Ltd./Canada New 0.00% +0.00
AAPL Apple Inc. Add +1.1% 0.13% +0.00
EWU iShares MSCI United Kingdom Add +1.9% 0.04% +0.00
BXMT Blackstone Mortgage Tru Class A Add +2.5% 0.03% 0.00
ACWX iShares MSCI Acwi Ex US ETF Add +1.6% 0.03% −0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +1.9% 0.01% −0.00
VWO Vanguard Ftse Emerging Marke Add +1.9% 0.02% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.8% 0.04% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 186$2.8BIVV, IEMG, VGSH, HEFA, VTV
Q1 2026 174$2.7BIVV, VGSH, IEMG, HEFA, VTV
Q4 2025 166$2.7BIVV, VGSH, HEFA, IEMG, STIP
Q3 2025 162$2.5BIVV, VGSH, IEMG, HEFA, VOO
Q2 2025 161$2.5BIVV, VGSH, IEMG, HEFA, VTV
Q1 2025 182$5.9BIVV, VOO, VTV, VT, VGSH
Q4 2024 125$3.6BIVV, VOO, EMXC, BIL, VT
Q3 2024 177$6.3BIVV, VOO, EMXC, VGSH, VT
Q2 2024 186$5.9BIVV, EMXC, VOO, VGSH, VTV
Q1 2024 139$3.3BIVV, EMXC, IRRRF, VTV, VGSH