ETF Portfolio Partners, Inc. Q3 2023 vs. Q4 2023: A Comprehensive Analysis of Holdings

By now, you might have heard the term "13F filings" or seen it mentioned in financial news. But what exactly are 13F filings, and why are they important? In this article, we will dive into the Q3 2023 and Q4 2023 13F holdings comparison for ETF Portfolio Partners, Inc., and explore the changes in their holdings during this period.

ETF Portfolio Partners, Inc. is a well-known investment management company that handles a wide range of exchange-traded funds (ETFs). Successful fund managers must provide detailed transparency about their holdings, enabling investors, analysts, and regulators to gain insights into their investment strategies.

During Q3 2023 and Q4 2023, ETF Portfolio Partners, Inc. made significant adjustments to their holdings, with some notable changes in the number of shares held and the overall value of their positions. Let's take a closer look at some of these changes.

1. Vanguard Total Stock Market ETF (VTI)

- Q3 2023: 218,397 shares

- Q4 2023: 217,337 shares

- Q3 2023 Value: $46,389,000

- Q4 2023 Value: $51,556,000

- Change %: 11.1

Despite a decrease in the number of shares held, the value of ETF Portfolio Partners, Inc.'s position in Vanguard Total Stock Market ETF (VTI) increased by 11.1% during this period. This suggests an optimistic outlook for the fund regarding the overall performance of the stock market.

2. iShares Russell 1000 ETF (IWB)

- Q3 2023: 141,418 shares

- Q4 2023: 140,693 shares

- Q3 2023 Value: $33,220,000

- Q4 2023 Value: $36,898,000

- Change %: 11.1

Similarly, ETF Portfolio Partners, Inc. experienced a marginal decrease in the number of shares held in iShares Russell 1000 ETF (IWB) during Q3 and Q4 of 2023. However, the value of their position increased by 11.1%, indicating confidence in the performance of this particular ETF.

3. iShares Core US Aggregate Bond (AGG)

- Q3 2023: 374,407 shares

- Q4 2023: 369,545 shares

- Q3 2023 Value: $35,209,000

- Q4 2023 Value: $36,677,000

- Change %: 4.2

ETF Portfolio Partners, Inc. slightly reduced their holdings in iShares Core US Aggregate Bond (AGG) by 4.2% during the specified period. Despite the decrease in shares, the value remained relatively stable, suggesting a continued interest in the bond market.

4. Vanguard Long-Term Bond ETF (BLV)

- Q3 2023: 354,821 shares

- Q4 2023: 352,278 shares

- Q3 2023 Value: $23,794,000

- Q4 2023 Value: $26,272,000

- Change %: 10.4

ETF Portfolio Partners, Inc. also made adjustments to their position in Vanguard Long-Term Bond ETF (BLV). Although the number of shares decreased by 10.4%, the value increased, indicating confidence in long-term bond performance.

These are just a few examples of the changes that occurred in ETF Portfolio Partners, Inc.'s holdings during Q3 and Q4 of 2023. It is essential to understand that these adjustments are a result of various factors, such as market conditions, investment strategies, and portfolio rebalancing.

By regularly analyzing 13F filings, investors can gain insights into the decisions made by fund managers and gain a deeper understanding of their investment strategies. These filings provide invaluable information about the changing dynamics of the market and can be a valuable tool for both seasoned investors and newcomers.

In conclusion, ETF Portfolio Partners, Inc. made significant adjustments to their holdings during Q3 and Q4 of 2023. By examining the changes in their holdings, investors can gain valuable insights into the fund's investment strategies and make more informed decisions about their own portfolios. Stay tuned for more updates on the ever-changing world of finance and investment.