Creative Planning Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of finance, staying updated with the latest holdings and investments of prominent funds is of paramount importance. In this article, we will take a closer look at the Q1 2023 versus Q2 2023 13F holdings of various funds. This comparison will shed light on the changes in their holdings and the impact these changes can have on the market. So, let's dive into the details and explore the fascinating world of fund investments.

ISHARES TR - IVV: A Substantial Increase in Holdings

One of the noteworthy changes in the Q1 2023 versus Q2 2023 comparison is the significant increase in holdings of IVV, an ETF managed by ISHARES TR. The number of shares held by IVV increased from 18,891,661 in Q1 2023 to 19,890,387 in Q2 2023, representing a 14.2% change. This surge indicates a bullish sentiment towards the fund and reflects the confidence of investors in the underlying assets.

VANGUARD TAX-MANAGED FDS - VEA: A Steady Growth Pattern

In the case of VEA, a fund managed by VANGUARD TAX-MANAGED FDS, the increase in holdings from Q1 2023 to Q2 2023 was relatively consistent. With 116,015,393 shares in Q1 2023 and 122,405,892 shares in Q2 2023, VEA saw a growth rate of 7.9%. This steady increase suggests that investors have faith in the long-term prospects of this fund.

VANGUARD BD INDEX FDS - BND: A Notable Surge in Holdings

Another notable change in the 13F holdings comparison is the surge in holdings of BND, managed by VANGUARD BD INDEX FDS. The fund witnessed a substantial increase from 42,949,144 shares in Q1 2023 to 49,708,772 shares in Q2 2023, translating to a 14% change. This rise in holdings indicates a heightened interest in bonds, which could be influenced by market conditions and investor preferences.

ISHARES INC - IEMG: A Positive Trend in Holdings

IEMG, an ETF managed by ISHARES INC, also experienced a positive trend in its holdings. The number of shares held by the fund increased from 61,854,129 in Q1 2023 to 67,466,075 in Q2 2023, showcasing a growth rate of 10.2%. This upward trajectory reveals the confidence of investors in the international equity market and their willingness to capitalize on potential opportunities.

SPDR SER TR - SPMD: Surging Ahead with Increased Holdings

In the case of SPMD, a fund managed by SPDR SER TR, the increase in holdings between Q1 2023 and Q2 2023 was substantial. The number of shares held by SPMD rose from 53,598,042 to 58,257,661, representing a growth rate of 13.5%. This surge in holdings signifies that investors believe in the strength of SPMD's underlying assets and its potential for growth.

The aforementioned examples provide a glimpse into the changes observed in the 13F holdings of various funds. These changes can offer valuable insights into market trends, investor sentiment, and the overall health of different sectors. However, it's crucial to keep in mind that investing in funds involves risks and should be approached with careful analysis and consideration.

To conclude, the Q1 2023 versus Q2 2023 13F holdings comparison showcased the dynamic nature of fund investments. From substantial increases to steady growth patterns, these changes can have a significant impact on the market. As investors and market enthusiasts, it's essential to stay informed about these developments to make well-informed decisions and navigate the ever-evolving landscape of finance.