Vantage Financial Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$385M
Signature - Title
Michelle McCarthy - Chief Compliance Officer
Location
13230 Watertown Plank Road, Elm Grove, WI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 151 $385M +$28.9M -$19.5M +$9.44M ITOT, AGG, IJH, IJR, IVV Restatement 8/13/2024, 01:57 PM
Q1 2024 143 $372M +$35.4M -$4.95M +$30.5M ITOT, AGG, IJH, IJR, IVV 13F-HR 5/2/2024, 11:51 AM
Q4 2023 133 $340M +$77.4M -$15.4M +$62.1M ITOT, AGG, IJH, IJR, IVV Restatement 2/13/2024, 11:48 AM
Q3 2023 99 $255M +$22M -$24.9M -$2.9M ITOT, AGG, IJR, IJH, IXUS 13F-HR 11/2/2023, 01:10 PM
Q2 2023 92 $267M +$13M -$4.53M +$8.49M ITOT, AGG, IXUS, DIVO, IJR 13F-HR 8/8/2023, 02:21 PM
Q1 2023 90 $252M +$76.7M -$1.36M +$75.3M ITOT, AGG, IXUS, DIVO, SCHX 13F-HR 5/8/2023, 03:43 PM
Q4 2022 60 $168M +$18.1M -$13.9M +$4.15M ITOT, AGG, IXUS, DIVO, IVV 13F-HR 2/8/2023, 01:24 PM
Q3 2022 57 $141M +$79.8M -$95.7M -$16M ITOT, AGG, IXUS, IVV, IUSG 13F-HR 10/31/2022, 09:54 AM
Q2 2022 59 $168M +$19.7M -$12.9M +$6.72M IUSG, IVV, IJH, IGSB, IUSV 13F-HR 8/10/2022, 02:09 PM
Q1 2022 64 $194M +$40.7M -$100M -$59.6M IUSG, IVV, IJH, IGSB, IUSV 13F-HR 5/16/2022, 12:08 PM
Q4 2021 56 $250M IVV, IJH, IUSG, IXUS, IUSV 13F-HR 3/3/2022, 09:57 AM