Acropolis Investment Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction

Investors are always eager to stay updated with the latest changes in fund holdings. Understanding the shifts in investment portfolios can provide valuable insights into market trends and help investors make more informed decisions. In this article, we will analyze the Q2 2023 versus Q3 2023 13F holdings comparison of Acropolis Investment Management, LLC.

Acropolis Investment Management, LLC: An Overview

Acropolis Investment Management, LLC is a renowned investment management firm known for its expertise in managing various types of assets. With a diverse portfolio, Acropolis aims to deliver consistent returns to its clients while mitigating risks. By analyzing their 13F holdings, we can gain valuable insights into their recent investment decisions.

Q2 2023 vs. Q3 2023: An In-Depth Comparison

During the Q2 2023 and Q3 2023 period, Acropolis Investment Management, LLC made notable changes to its fund holdings. Let's take a closer look at some of the significant changes:

1. VANGUARD INDEX FDS (Ticker: VOO)

- Q2 2023 Shares: 539,269

- Q3 2023 Shares: 535,983

- Q2 2023 Value ($000): 219,633

- Q3 2023 Value ($000): 210,480

- Chg %: -4.2%

Acropolis Investment Management, LLC reduced its holdings in VANGUARD INDEX FDS during Q3 2023. The number of shares decreased by approximately 3,286, and the value decreased by $9,153, indicating a cautious approach towards this investment.

2. VANGUARD BD INDEX FD INC (Ticker: BND)

- Q2 2023 Shares: 1,757,564

- Q3 2023 Shares: 1,742,617

- Q2 2023 Value ($000): 127,757

- Q3 2023 Value ($000): 121,599

- Chg %: -4.8%

Acropolis Investment Management, LLC also reduced its holdings in VANGUARD BD INDEX FD INC. The number of shares and the value both decreased, reflecting a decreased interest in this particular investment.

3. VANGUARD TAX-MANAGED FD (Ticker: VEA)

- Q2 2023 Shares: 2,404,835

- Q3 2023 Shares: 2,441,117

- Q2 2023 Value ($000): 111,055

- Q3 2023 Value ($000): 106,725

- Chg %: -3.9%

Acropolis Investment Management, LLC slightly increased its holdings in VANGUARD TAX-MANAGED FD. Although the increase was minor, it shows confidence in the potential of this investment.

4. ISHARES TR (Ticker: IJR)

- Q2 2023 Shares: 873,750

- Q3 2023 Shares: 877,455

- Q2 2023 Value ($000): 87,069

- Q3 2023 Value ($000): 82,770

- Chg %: -4.9%

Acropolis Investment Management, LLC maintained a relatively stable position in ISHARES TR, with a minor increase in shares and a negligible decrease in value.

5. ISHARES TR (Ticker: IJH)

- Q2 2023 Shares: 303,801

- Q3 2023 Shares: 303,162

- Q2 2023 Value ($000): 79,437

- Q3 2023 Value ($000): 75,593

- Chg %: -4.8%

Similar to ISHARES TR (IJR), Acropolis Investment Management, LLC maintained its position in ISHARES TR (IJH) with minimal changes during the analyzed period.

6. VANGUARD SCOTTSDALE FDS (Ticker: VGSH)

- Q2 2023 Shares: 267,021

- Q3 2023 Shares: 1,196,827

- Q2 2023 Value ($000): 15,415

- Q3 2023 Value ($000): 68,937

- Chg %: 347.2%

One of the most significant changes in Acropolis's holdings is the substantial increase in holdings of VANGUARD SCOTTSDALE FDS. The number of shares increased significantly, and the value surged, indicating a strong interest in this investment.

Conclusion

Analyzing the changes in Acropolis Investment Management, LLC's holdings provides valuable insights into their investment decisions. While some holdings were reduced, indicating a cautious approach, others saw an increase, reflecting confidence in the potential returns. It's essential to consider these changes when assessing market trends and investment strategies.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. Always conduct thorough research and consult with a qualified financial advisor before making any investment decisions.