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Investing in ETFs: Analyzing Wealthspire Advisors Q2 vs. Q3 Holdings

Ava Hoppe | 2 May, 2023

Wealthspire Advisors, L.P. is a registered investment advisor providing wealth management services to high net worth individuals and institutions. In the second quarter of 2020, Wealthspire Advisors added several exchange-traded funds (ETFs) to their portfolio, which they continued to hold in the third quarter of 2020. In this article, we'll analyze the ETF holdings of Wealthspire Advisors, comparing Q2 2020 vs. Q3 2020.

Vanguard Index Funds: VOO, VTI, VXF, and VV

Wealthspire Advisors increased its holdings in Vanguard's Index Funds in Q3 2020. VOO, the Vanguard S&P 500 ETF, saw a 56.7% increase in shares held from Q2 2020 to Q3 2020. VTI, the Vanguard Total Stock Market ETF, and VV, the Vanguard Large-Cap ETF, also experienced notable growth, with a 102.6% and 606.4% increase in shares held, respectively. Meanwhile, Wealthspire Advisors reduced its holdings in VXF, the Vanguard Extended Market ETF, by 14.6%.

iShares Funds: IVV, GOVT, IJH, IJR, AGG, and IVW

Wealthspire Advisors had significant changes in their holdings of iShares Funds. IVV, the iShares Core S&P 500 ETF, saw a 127.6% increase in shares held, while IJH, the iShares Core S&P Mid-Cap ETF, and IJR, the iShares Core S&P Small-Cap ETF, experienced a growth of 127.9% and 123.2%, respectively. However, Wealthspire Advisors sold off all its shares of IWF, the iShares Russell 1000 Growth ETF, and DGRW, the WisdomTree US Quality Dividend Growth Fund.

In the fixed-income category, Wealthspire Advisors increased its holdings in AGG, the iShares Core U.S. Aggregate Bond ETF, by a staggering 7881.9%. They also continued to hold GOVT, the iShares U.S. Treasury Bond ETF, despite only having a minimal change in shares held.

Schwab Strategic Trust Funds: SCHF, SCHD, SCHX, SCHZ, and SCHA

Wealthspire Advisors increased its holdings in Schwab Strategic Trust Funds in Q3 2020. SCHF, the Schwab International Equity ETF, grew by 217.3%, while SCHD, the Schwab U.S. Dividend Equity ETF, experienced an increase of 178.9%. However, Wealthspire Advisors sold off its shares of SCHR, the Schwab U.S. Mid-Cap ETF, which they held in Q2 2020.

Wealthspire Advisors also continued to hold SCHZ, the Schwab U.S. Aggregate Bond ETF, and SCHA, the Schwab U.S. Small-Cap ETF, despite only having minimal changes in shares held.

Other ETFs

In Q3 2020, Wealthspire Advisors added several ETFs to its portfolio. Notable additions include VEA, the Vanguard Tax-Managed International Fund, with a 217.3% increase in shares held, BAB, the Invesco Taxable Municipal Bond ETF, with a 3494.2% increase in shares held, and EMLP, the First Trust North American Energy Infrastructure Fund, with a 29.9% increase in shares held. Meanwhile, Wealthspire Advisors sold off its shares of MA, Mastercard Incorporated, and PRPL, Purple Innovation Inc.


In conclusion, Wealthspire Advisors increased its holdings in ETFs from Vanguard, iShares, and Schwab Strategic Trust in Q3 2020. The portfolio changes reflect Wealthspire Advisors' investment strategy, informed by market insights and economic indicators. Overall, Wealthspire Advisors' diversified portfolio provides exposure to various sectors, including fixed-income instruments, domestic and international equity markets, and small and large-cap stocks.

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