Gladwyn Financial Advisors, Inc. Purchases in Q4 2025

Gladwyn Financial Advisors, Inc.

  • $142 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
2.65K
+ 4.75%
$135.26 - $140.13 $359K - $372K
58.4K $8.25B
VOE
Vanguard Mid Cap Value Index F

ETFs
1.54K
+ 2.66%
$169.53 - $176.53 $260K - $271K
59.3K $10.5B
VBR
Vanguard Small Cap Value ETF

ETFs
765
+ 1.53%
$201.42 - $211.15 $154K - $162K
50.7K $10.7B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.88K
+ 2.54%
$70.2 - $73.89 $132K - $139K
76K $5.59B
MGK
Vanguard Mega Cap Growth ETF

ETFs
112
+ 0.59%
$394.96 - $425.89 $44.2K - $47.7K
19.2K $7.92B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
19.3K
+ 8.68%
$13.16 - $13.86 $254K - $268K
242K $3.2B
VBK
Vanguard Small Cap Growth ETF

ETFs
164
+ 0.46%
$291.71 - $309.36 $47.8K - $50.7K
35.6K $10.7B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.51K
+ 4.14%
$119.13 - $120.38 $180K - $182K
37.9K $4.52B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.13K
+ 3.73%
$78.65 - $79.19 $168K - $169K
59.2K $4.66B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
807
+ 1.67%
$139.66 - $144.52 $113K - $117K
49.2K $7.05B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.92K
+ 3.34%
$79.55 - $80.13 $152K - $153K
59.3K $4.72B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.78K
+ 3.53%
$83.45 - $84.82 $149K - $151K
52.3K $4.38B
HYG
Ishares Tr

ETFs
1.69K
+ 4.37%
$79.95 - $81.28 $135K - $137K
40.4K $3.26B
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
2.79K
+ 4.13%
$45.78 - $46.3 $127K - $129K
70.3K $3.22B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.11K
+ 3.11%
N/A
36.8K $2.48B
EMB
Ishares Tr

ETFs
656
+ 2.64%
$94.63 - $97.03 $62.1K - $63.7K
25.6K $2.46B
BNDX
Vanguard Total International B

ETFs
2.93K
+ 6.36%
$49.3 - $49.91 $144K - $146K
49K $2.37B
MCD
Mcdonalds Corp

Consumer Cyclical
251
New
$293.81 - $310.11 $73.7K - $77.8K
251 $76.9M
JNJ
Johnson & Johnson

Healthcare
250
+ 53.3%
$185.98 - $199.58 $46.5K - $49.9K
719 $149M
KO
Coca Cola CO

Consumer Defensive
323
+ 4.24%
$66.1 - $71.61 $21.4K - $23.1K
7.94K $555M
LQD
Ishares Iboxx $ Investment Gra

ETFs
686
+ 3.25%
$110.25 - $112.92 $75.6K - $77.5K
21.8K $2.4B
Qnity Electronics Inc
591
New
N/A
591 $48.3M
ALL
Allstate Corp

Financial Services
253
+ 34.99%
$190.0 - $214.3 $48.1K - $54.2K
976 $203M
XOM
Exxon Mobil Corp

Energy
256
+ 13.83%
$110.64 - $119.78 $28.3K - $30.7K
2.11K $254M
MMM
3 M CO

Industrials
250
+ 33.42%
$148.75 - $171.6 $37.2K - $42.9K
998 $160M
VTV
Vanguard Value ETF

ETFs
63
+ 0.92%
$182.87 - $189.72 $11.5K - $12K
6.94K $1.33B
Solventum Corp
500
+ 268.82%
N/A
686 $54.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.2K
+ 2.73%
$56.44 - $58.38 $124K - $128K
82.6K $4.61B
PG
Procter & Gamble CO

Consumer Defensive
265
+ 12.46%
$145.5 - $153.18 $38.6K - $40.6K
2.39K $343M
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.43%
$294.11 - $320.41 $2.35K - $2.56K
1.85K $597M
WEC
Wec Energy Group, Inc.

Utilities
250
+ 14.89%
$110.61 - $117.5 $27.7K - $29.4K
1.93K $203M
GE
General Electric CO

Industrials
2
+ 0.14%
$291.49 - $314.28 $583 - $629
1.4K $432M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 1.6%
$577.77 - $604.78 $4.04K - $4.23K
444 $268M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
6
+ 2.62%
$86.12 - $92.36 $517 - $554
235 $21.2M
LNC
Lincoln National Corp

Financial Services
3
+ 1.36%
$38.04 - $42.0 $114 - $126
223 $9.91M
EDV
Vanguard Extended Duration Tre

ETFs
80
+ 6.56%
$67.2 - $71.16 $5.38K - $5.69K
1.3K $84.5M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.31%
$116.0 - $122.39 $116 - $122
328 $39.7M
XLF
Financial Sector Spdr

ETFs
2
+ 0.25%
$51.76 - $53.77 $104 - $108
804 $44.1M
DOW
Dow Inc.

Basic Materials
2
+ 0.16%
$20.65 - $25.73 $41.3 - $51.5
1.27K $29.6M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1
+ 0.78%
$115.02 - $121.67 $115 - $122
129 $15.6M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.96%
$135.16 - $141.78 $135 - $142
105 $14.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1
+ 2.7%
$67.07 - $73.01 $67.1 - $73
38 $2.77M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
1
+ 1.39%
$77.94 - $81.16 $77.9 - $81.2
73 $5.98M
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.6%
$204.22 - $215.05 $408 - $430
334 $69.7M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12
+ 2.65%
$32.35 - $34.37 $388 - $412
464 $15.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
3
+ 1.29%
$110.58 - $112.2 $332 - $337
235 $25.8M
XLY
Select Sector Spdr Consumer Di

ETFs
126
+ 100.8%
$228.75 - $242.18 $28.8K - $30.5K
251 $30M
CC
Chemours CO

Basic Materials
1
+ 2.33%
$11.74 - $16.34 $11.7 - $16.3
44 $513K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 1.0%
$286.27 - $296.23 $859 - $889
304 $88.3M
Activity Summary
Buys All Purchases 56 New Holdings 2 Increased Positions 54 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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