Bedel Financial Consulting, Inc. Purchases in Q4 2025

Bedel Financial Consulting, Inc.

  • $895 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
105K
+ 16.58%
$30.74 - $33.05 $3.23M - $3.47M
739K $24M
VTI
Vanguard Total Stock Market Et

ETFs
6.96K
+ 67.41%
$321.8 - $337.95 $2.24M - $2.35M
17.3K $5.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
23.2K
+ 42.68%
$79.55 - $80.13 $1.85M - $1.86M
77.6K $6.17M
DFAI
Dimensional ETF Tr

ETFs
19.7K
+ 1.37%
$35.82 - $37.52 $704K - $738K
1.46M $54.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
30.6K
+ 4.63%
$49.98 - $50.59 $1.53M - $1.55M
692K $34.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
17.5K
+ 278.38%
$70.2 - $73.89 $1.23M - $1.3M
23.8K $1.74M
GLD
Spdr Gold Trust

ETFs
2.99K
+ 55.86%
$354.79 - $403.15 $1.06M - $1.21M
8.35K $3.14M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.07K
New
$119.13 - $120.38 $1.08M - $1.09M
9.07K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17.8K
+ 141.41%
$52.54 - $55.77 $935K - $992K
30.4K $1.67M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
39.5K
+ 105.53%
$23.18 - $23.38 $916K - $924K
77K $1.78M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10.7K
New
$75.19 - $77.98 $804K - $834K
10.7K $816K
IJS
Ishares S&P Smallcap 600 Value

ETFs
7.23K
+ 340.81%
$105.91 - $113.18 $766K - $819K
9.35K $1.03M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
20.1K
+ 9.66%
$40.28 - $40.85 $809K - $820K
228K $9.22M
GOOGL
Alphabet Inc.

Communication Services
68
+ 0.32%
$236.57 - $291.31 $16.1K - $19.8K
21.1K $5.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
960
+ 23.09%
$600.51 - $631.95 $576K - $607K
5.12K $3.16M
VNLA
Janus Henderson Short Duration

ETFs
8.42K
+ 16.1%
$49.13 - $49.33 $414K - $415K
60.7K $2.99M
HYMU
Blackrock ETF Tr Ii High Yield
16.7K
New
N/A
16.7K $383K
VGT
Vanguard Information Technolog

ETFs
470
+ 48.25%
$736.33 - $801.52 $346K - $377K
1.44K $1.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
+ 62.72%
$26.44 - $27.53 $337K - $351K
33.1K $900K
FNDX
Schwab Fundamental U S Large C

ETFs
12.8K
New
$25.68 - $26.95 $327K - $344K
12.8K $338K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4.45K
+ 5.44%
$77.94 - $81.16 $347K - $361K
86.3K $6.9M
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 0.43%
$429.59 - $576.2 $6.01K - $8.07K
3.25K $1.77M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
8.93K
+ 21.16%
$35.32 - $36.19 $315K - $323K
51.2K $1.84M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.42K
New
$92.34 - $95.43 $315K - $326K
3.42K $321K
XOM
Exxon Mobil Corp

Energy
1.64K
+ 7.33%
$110.64 - $119.78 $181K - $196K
24K $2.82M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.12K
+ 10.14%
$55.75 - $58.83 $341K - $360K
66.5K $3.79M
FLV
American Centy ETF Tr Focused

ETFs
3.32K
+ 4.17%
$72.4 - $74.64 $240K - $248K
82.8K $6.12M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.52K
+ 9.58%
$94.02 - $97.61 $331K - $343K
40.2K $3.8M
XLK
Technology Sector Spdr

ETFs
865
+ 100.0%
$278.39 - $304.13 $241K - $263K
1.73K $498K
MCK
Mckesson Corp

Healthcare
277
New
$738.06 - $859.37 $204K - $238K
277 $233K
WAT
Waters Corp

Healthcare
600
New
$318.35 - $387.37 $191K - $232K
600 $227K
EXC
Exelon Corp

Utilities
4.89K
New
$44.97 - $48.24 $220K - $236K
4.89K $224K
XLY
Select Sector Spdr Consumer Di

ETFs
976
+ 100.41%
$228.75 - $242.18 $223K - $236K
1.95K $449K
VOT
Vanguard Mid Cap Growth Index

ETFs
779
New
$279.76 - $298.12 $218K - $232K
779 $217K
AZN
Astrazeneca PLC

Healthcare
2.4K
New
$81.15 - $89.4 $195K - $215K
2.4K $214K
IYH
Ishares Tr

ETFs
3.33K
New
$59.84 - $64.29 $199K - $214K
3.33K $212K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.43K
+ 6.82%
$80.91 - $83.82 $278K - $288K
53.7K $4.38M
DFIV
Dimensional ETF Tr

ETFs
998
+ 1.15%
$45.13 - $48.25 $45K - $48.2K
87.4K $4.19M
PRU
Prudential Financial Inc

Financial Services
1.9K
New
$99.13 - $107.85 $188K - $205K
1.9K $203K
KO
Coca Cola CO

Consumer Defensive
1.43K
+ 6.1%
$66.1 - $71.61 $94.2K - $102K
24.8K $1.75M
SLV
I Shares Silver Trust

ETFs
4.41K
New
$42.4 - $49.17 $187K - $217K
4.41K $202K
LNC
Lincoln National Corp

Financial Services
4.59K
New
$38.04 - $42.0 $174K - $193K
4.59K $188K
EFG
Msci Eafe Growth ETF

ETFs
528
+ 0.43%
$112.91 - $117.61 $59.6K - $62.1K
122K $14M
CAT
Caterpillar Inc

Industrials
9
+ 0.46%
$480.82 - $585.49 $4.33K - $5.27K
1.96K $1.08M
DUK
Duke Energy Corp

Utilities
1.14K
+ 32.57%
$121.57 - $129.03 $138K - $146K
4.62K $578K
ELV
Elevance Health, Inc.

Healthcare
427
+ 18.97%
$303.78 - $362.34 $130K - $155K
2.68K $872K
VO
Vanguard Mid Cap ETF

ETFs
537
+ 25.62%
$286.27 - $296.23 $154K - $159K
2.63K $755K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.52K
+ 9.85%
$44.53 - $47.25 $157K - $166K
39.2K $1.79M
LITE
Lumentum Holdings Inc.

Technology
547
New
$149.61 - $259.89 $81.8K - $142K
547 $126K
Activity Summary
Buys All Purchases 144 New Holdings 17 Increased Positions 127 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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