The Analysis of Vestwell Advisors, LLC's Holdings
Currently, Vestwell Advisors, LLC holds 33 types of securities in its portfolio with a total value $677.0M. In the most recent quarter, they have increased their positions in IVV (+196.0K shares, valued at $134.3M), N/A (+1.5M shares, valued at $88.2M), N/A (+6.4M shares, valued at $67.9M); decreased their positions in VT (-300.8K shares, valued at $42.4M), AGG (-370.4K shares, valued at $37.0M), SCHF (-1.3M shares, valued at $30.3M); initiated new positions in N/A (+1.5M shares, valued at $88.2M), N/A (+6.4M shares, valued at $67.9M), N/A (+38.8M shares, valued at $53.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV iShares Tr294.4K shares199.30%2025-12-312026-02-13
Fidelity Fidelity1.5M sharesnew addition2025-12-312026-02-13 Fidelity Fidelity6.4M sharesnew addition2025-12-312026-02-13 Lincoln Lincoln38.8M sharesnew addition2025-12-312026-02-13 Fidelity Fidelity3.0M sharesnew addition2025-12-312026-02-13 SCHG Schwab Strategic Tr1.2M shares6.79%2025-12-312026-02-13 IJH iShares Tr398.4K sharesnew addition2025-12-312026-02-13 Putnam Putnam609.6K sharesnew addition2025-12-312026-02-13 Putnam Putnam2.6M sharesnew addition2025-12-312026-02-13 Fidelity Fidelity82.7K sharesnew addition2025-12-312026-02-13 IJR iShares Tr93.3K shares69.10%2025-12-312026-02-13 SCHB Schwab Strategic Tr417.2K shares-4.34%2025-12-312026-02-13 VTV Vanguard Index FDS45.5K shares-69.04%2025-12-312026-02-13 VT Vanguard Intl Equity Index F57.4K shares-83.97%2025-12-312026-02-13 IAGG iShares Tr158.6K shares18.05%2025-12-312026-02-13 SCHF Schwab Strategic Tr291.6K shares-81.24%2025-12-312026-02-13 Lincoln Lincoln4.9M sharesnew addition2025-12-312026-02-13 Vanguard Vanguard932.0K sharesnew addition2025-12-312026-02-13 Fidelity Fidelity249.6K sharesnew addition2025-12-312026-02-13 AGG iShares Tr37.9K shares-90.72%2025-12-312026-02-13 VWO Vanguard Intl Equity Index F59.9K shares83.92%2025-12-312026-02-13 VBK Vanguard Index FDS7.1K shares4.65%2025-12-312026-02-13 Vanguard Vanguard41.0K sharesnew addition2025-12-312026-02-13 VBR Vanguard Index FDS8.2K shares14.02%2025-12-312026-02-13 USHY iShares Tr31.9K shares2.66%2025-12-312026-02-13 SLYV SPDR7.8K shares-2.39%2025-12-312026-02-13 Fidelity Fidelity73.9K sharesnew addition2025-12-312026-02-13 SLYG SPDR6.8K shares-5.23%2025-12-312026-02-13 Vanguard Vanguard14.5K sharesnew addition2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available