Websterrogers Financial Advisors, LLC ETF holdings
Florence, SC
Reported $375.1M in 68 ETFs in its Form 13F for June 30, 2026.
ETF value
$375.1M
ETFs held
68
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
96.1%
of $390.4M
Top 10 of 68 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $35.9M | 416,280 | +350,770 shares |
| AVUS | Avantis US Equity ETF | $29.6M | 230,978 | −6,629 shares |
| DIHP | Dimensional International High Profitability ETF | $20.2M | 591,850 | +34,535 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $17.8M | 184,217 | −13,983 shares |
| VIG | Vanguard Dividend Appreciation ETF | $16.6M | 70,298 | +6,374 shares |
| AVLV | Avantis US Large Cap Value ETF | $16.6M | 181,790 | −1,011 shares |
| AVDE | Avantis International Equity ETF | $16.6M | 185,862 | −5,132 shares |
| AVIV | Avantis International Large Cap Value ETF | $16.4M | 211,302 | +4,300 shares |
| VMBS | Vanguard Mortgage-Backed Securities ETF | $15.4M | 328,187 | +33,289 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $14.6M | 251,714 | +18,388 shares |
58 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001841757. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Websterrogers Financial Advisors, LLC own?
Websterrogers Financial Advisors, LLC reported 68 ETF positions worth $375.1M in its Form 13F for June 30, 2026. The largest was VUG, at $35.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.