Websterrogers Financial Advisors, LLC Purchases in Q4 2025

Websterrogers Financial Advisors, LLC

  • $333 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
21.4K
+ 14.01%
$49.98 - $50.59 $1.07M - $1.08M
174K $8.76M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
19.4K
+ 14.57%
$50.37 - $50.58 $976K - $980K
152K $7.68M
VGSH
Vanguard

ETFs
11.5K
+ 5.29%
$58.64 - $58.96 $672K - $676K
228K $13.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.26K
+ 46.82%
$74.09 - $75.1 $612K - $620K
25.9K $1.92M
DUK
Duke Energy Corp

Utilities
3.99K
New
$121.57 - $129.03 $485K - $515K
3.99K $499K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.2K
+ 3.66%
$46.85 - $47.44 $477K - $484K
289K $13.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
7.5K
+ 5.0%
$59.84 - $60.54 $449K - $454K
158K $9.45M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
7.49K
+ 8.23%
$76.23 - $79.22 $571K - $594K
98.6K $7.51M
VTI
Vanguard Total Stock Market Et

ETFs
913
+ 47.45%
$321.8 - $337.95 $294K - $309K
2.84K $935K
BNDX
Vanguard Total International B

ETFs
5.64K
New
$49.3 - $49.91 $278K - $282K
5.64K $279K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.62K
+ 4.66%
$83.45 - $84.82 $302K - $307K
81.3K $6.79M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.69K
+ 3.37%
$56.44 - $58.38 $265K - $274K
144K $8.14M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.72K
+ 3.94%
$50.85 - $51.0 $240K - $241K
125K $6.34M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.84K
+ 5.64%
$79.55 - $80.13 $226K - $228K
53.2K $4.24M
GOOGL
Alphabet Inc.

Communication Services
742
New
$236.57 - $291.31 $176K - $216K
742 $205K
KLAC
Kla Corp

Technology
175
New
$982.75 - $1235.28 $172K - $216K
175 $198K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.14K
+ 40.84%
$72.17 - $75.74 $154K - $162K
7.37K $551K
FLRN
Spdr Bloomberg Investment Grad

ETFs
4.92K
+ 5.64%
$30.72 - $30.86 $151K - $152K
92.2K $2.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.01%
$600.51 - $631.95 $601 - $632
18.1K $11.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.4K
+ 0.59%
$37.18 - $38.47 $89.2K - $92.3K
408K $15.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.95K
+ 4.45%
$26.75 - $27.15 $52.1K - $52.9K
45.7K $1.22M
CSCO
Cisco Systems, Inc.

Technology
34
+ 0.81%
$67.46 - $78.0 $2.29K - $2.65K
4.23K $328K
VNQI
Vanguard Global Ex U.S. Real

ETFs
783
+ 2.54%
$46.68 - $48.34 $36.6K - $37.9K
31.6K $1.5M
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
4.77K
+ 4.78%
$17.71 - $18.4 $84.5K - $87.8K
105K $1.85M
XOM
Exxon Mobil Corp

Energy
26
+ 1.38%
$110.64 - $119.78 $2.88K - $3.11K
1.91K $224K
NVDA
Nvidia Corp

Technology
59
+ 2.79%
$179.83 - $207.04 $10.6K - $12.2K
2.18K $406K
DFIV
Dimensional ETF Tr

ETFs
2
+ 0.05%
$45.13 - $48.25 $90.3 - $96.5
4.43K $212K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.02%
$426.99 - $455.46 $427 - $455
4.02K $1.76M
Vanguard Mun Bd Fds
6.11K
+ 134.46%
N/A
10.6K $0
VUSB
Vanguard Bd Index Fds
2.38K
+ 2.85%
N/A
85.9K $0
PNOV
Innovator U.S. Equity Power Bu
5.86K
New
N/A
5.86K $0
VNQ
Vanguard Specialized Funds Van

ETFs
540
+ 1.53%
$88.13 - $92.69 $47.6K - $50.1K
35.9K $3.22M
MSFT
Microsoft Corp

Technology
4
+ 0.18%
$496.82 - $542.07 $1.99K - $2.17K
2.29K $1.16M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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