Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Vance Wealth, Inc. > Profile

Instuitional Investor - Vance Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Vance Wealth, Inc.
Portfolio Value $266,032,202
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 1,680,450 $55,438,037 20.84%
2.
Dimensional Etf Trust
 1,094,442 $28,674,386 10.78%
3.
Procter & Gamble Co
 PG 86,830 $14,797,527 5.56%
4.
Vanguard Scottsdale Funds
 129,953 $12,058,325 4.53%
5.
Apple Inc.
 AAPL 37,727 $8,380,366 3.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)