All Stocks Held By Vance Wealth Inc.

As of 03/31/2024, we find all stocks held by Vance Wealth Inc. to be as follows, presented in the table below with each row detailing each Vance Wealth Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Vance Wealth Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Vance Wealth Inc. as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC)	1,696,336	-691	$54,198
DFAC	1,696,336	-691	$54,198
DIMENSIONAL ETF TRUST (DFAX)	1,094,202	+18,598	$27,837
DFAX	1,094,202	+18,598	$27,837
PROCTER AND GAMBLE CO	87,299	-24	$14,164
PG	87,299	-24	$14,164
DIMENSIONAL ETF TRUST (DFSV)	439,356	+1,481	$13,225
DFSV	439,356	+1,481	$13,225
VANGUARD SCOTTSDALE FDS (VONG)	117,973	+2,592	$10,225
VONG	117,973	+2,592	$10,225
VANGUARD SCOTTSDALE FDS (VONV)	87,895	+5,416	$6,912
VONV	87,895	+5,416	$6,912
APPLE INC	40,281	+196	$6,907
AAPL	40,281	+196	$6,907
ISHARES TR (IWP)	52,315	+3,195	$5,971
IWP	52,315	+3,195	$5,971
INVESCO EXCH TRADED FD TR II (QQQM)	29,324	+328	$5,357
QQQM	29,324	+328	$5,357
ISHARES INC (IEMG)	100,073	+17,747	$5,164
IEMG	100,073	+17,747	$5,164
INVESCO QQQ TR	11,351	-317	$5,040
QQQ	11,351	-317	$5,040
ISHARES TR (IWS)	39,979	+3,664	$5,011
IWS	39,979	+3,664	$5,011
ETF SER SOLUTIONS (NETL)	210,591	+6,202	$4,999
NETL	210,591	+6,202	$4,999
MEDTRONIC PLC	56,236	-20,182	$4,901
MDT	56,236	-20,182	$4,901
ISHARES TR (EFV)	85,100	+2,802	$4,629
EFV	85,100	+2,802	$4,629
BERKSHIRE HATHAWAY INC DEL			$4,126
BRK.B	8,305	+60	$3,492
BRK.A	1	UNCH	$634
SPDR SER TR (SPYV)	76,499	+21	$3,833
SPYV	76,499	+21	$3,833
ISHARES TR (EFG)	33,549	+524	$3,482
EFG	33,549	+524	$3,482
ISHARES TR (IJJ)	26,475	-624	$3,132
IJJ	26,475	-624	$3,132
ISHARES TR (IWN)	19,371	+377	$3,076
IWN	19,371	+377	$3,076
JOHNSON & JOHNSON	19,026	+48	$3,010
JNJ	19,026	+48	$3,010
ISHARES TR (SCZ)	46,362	-452	$2,936
SCZ	46,362	-452	$2,936
ISHARES TR (IWF)	8,572	-86	$2,889
IWF	8,572	-86	$2,889
ISHARES TR (IJK)	28,383	-1,310	$2,590
IJK	28,383	-1,310	$2,590
ISHARES TR (EEM)	62,374	-20,568	$2,562
EEM	62,374	-20,568	$2,562
ISHARES TR (IWO)	9,328	+4	$2,526
IWO	9,328	+4	$2,526
ISHARES TR (IVLU)	89,213	-101	$2,518
IVLU	89,213	-101	$2,518
SPDR SER TR (SPYG)	33,201	-589	$2,429
SPYG	33,201	-589	$2,429
VANGUARD INDEX FDS (VBR)	12,475	+291	$2,394
VBR	12,475	+291	$2,394
AMAZON COM INC	12,727	+3,846	$2,296
AMZN	12,727	+3,846	$2,296
VANGUARD INTL EQUITY INDEX F (VSS)	14,695	+45	$1,717
VSS	14,695	+45	$1,717
MICROSOFT CORP	3,550	+252	$1,494
MSFT	3,550	+252	$1,494
VANGUARD WHITEHALL FDS (VIGI)	18,051	+646	$1,472
VIGI	18,051	+646	$1,472
TESLA INC	8,067	+2,520	$1,418
TSLA	8,067	+2,520	$1,418
NVIDIA CORPORATION	1,493	+101	$1,349
NVDA	1,493	+101	$1,349
META PLATFORMS INC	2,679	+110	$1,301
META	2,679	+110	$1,301
ISHARES TR (IWD)	7,112	-182	$1,274
IWD	7,112	-182	$1,274
DISNEY WALT CO	9,023	+65	$1,104
DIS	9,023	+65	$1,104
INTUIT	1,699	+26	$1,104
INTU	1,699	+26	$1,104
SPDR SER TR (SLYG)	11,362	-42	$991
SLYG	11,362	-42	$991
SPDR S&P 500 ETF TR (SPY)	1,840	+253	$962
SPY	1,840	+253	$962
CBRE GROUP INC	9,552	-4,931	$929
CBRE	9,552	-4,931	$929
COSTCO WHSL CORP NEW	950	+34	$696
COST	950	+34	$696
DIMENSIONAL ETF TRUST (DFAT)	12,256	+738	$667
DFAT	12,256	+738	$667
EQUINIX INC	753	+753	$621
EQIX	753	+753	$621
SOUTHERN CALIF BANCORP	40,982	UNCH	$611
BCAL	40,982	UNCH	$611
CHEVRON CORP NEW	3,824	+68	$603
CVX	3,824	+68	$603
BANK AMERICA CORP	14,657	-777	$556
BAC	14,657	-777	$556
NETFLIX INC	877	+8	$533
NFLX	877	+8	$533
JPMORGAN CHASE & CO	2,603	+145	$521
JPM	2,603	+145	$521
VANGUARD INDEX FDS (VUG)	1,484	+335	$511
VUG	1,484	+335	$511
ALPHABET INC	2,970	+713	$448
GOOGL	2,970	+713	$448
UNITED PARCEL SERVICE INC	2,971	+20	$442
UPS	2,971	+20	$442
ALPHABET INC	2,842	+18	$433
GOOG	2,842	+18	$433
ABBOTT LABS	3,799	+59	$432
ABT	3,799	+59	$432
DEERE & CO	1,028	+15	$422
DE	1,028	+15	$422
EXXON MOBIL CORP	3,577	+286	$416
XOM	3,577	+286	$416
VANGUARD SCOTTSDALE FDS (VTWG)	2,092	-118	$412
VTWG	2,092	-118	$412
VANGUARD SCOTTSDALE FDS (VTWV)	2,812	+11	$393
VTWV	2,812	+11	$393
SEMPRA	5,406	+18	$388
SRE	5,406	+18	$388
BITWISE BITCOIN ETF TR (BITB)	9,830	+9,830	$381
BITB	9,830	+9,830	$381
UNITED PARKS & RESORTS INC	7,077	+3	$356
SEAS	7,077	+3	$356
PAYPAL HLDGS INC	5,165	+1,428	$346
PYPL	5,165	+1,428	$346
VANGUARD INTL EQUITY INDEX F (VEU)	5,850	+191	$343
VEU	5,850	+191	$343
PEPSICO INC	1,885	+73	$330
PEP	1,885	+73	$330
WISDOMTREE TR	6,150	UNCH	$318
DOL	6,150	UNCH	$318
SPDR GOLD TR (GLD)	1,537	+200	$316
GLD	1,537	+200	$316
ELI LILLY & CO	399	+33	$310
LLY	399	+33	$310
DIMENSIONAL ETF TRUST (DFUS)	5,408	+225	$308
DFUS	5,408	+225	$308
VANGUARD BD INDEX FDS (BIV)	4,057	+94	$306
BIV	4,057	+94	$306
NORFOLK SOUTHN CORP	1,201	+12	$306
NSC	1,201	+12	$306
ISHARES TR (IBDP)	12,186	+12,186	$305
IBDP	12,186	+12,186	$305
REALTY INCOME CORP	5,626	UNCH	$304
O	5,626	UNCH	$304
VISA INC	1,071	+76	$299
V	1,071	+76	$299
TEXAS INSTRS INC	1,650	+36	$287
TXN	1,650	+36	$287
WALMART INC	4,650	+3,284	$280
WMT	4,650	+3,284	$280
VANGUARD INDEX FDS (VTI)	1,019	+65	$265
VTI	1,019	+65	$265
WISDOMTREE TR	7,728	UNCH	$253
DES	7,728	UNCH	$253
VANGUARD INTL EQUITY INDEX F (VWO)	6,048	+6,048	$253
VWO	6,048	+6,048	$253
VANGUARD BD INDEX FDS (BSV)	3,290	-40	$252
BSV	3,290	-40	$252
ISHARES U S ETF TR (NEAR)	4,866	+126	$246
NEAR	4,866	+126	$246
SELECT SECTOR SPDR TR (XLE)	2,555	+2,555	$241
XLE	2,555	+2,555	$241
DIMENSIONAL ETF TRUST (DFIV)	6,384	+6,384	$235
DFIV	6,384	+6,384	$235
HOME DEPOT INC	585	+585	$224
HD	585	+585	$224
VANGUARD SPECIALIZED FUNDS (VIG)	1,144	+1,144	$209
VIG	1,144	+1,144	$209
VANGUARD INDEX FDS (VXF)	1,189	+1,189	$208
VXF	1,189	+1,189	$208
COMCAST CORP NEW	4,781	+4,781	$207
CMCSA	4,781	+4,781	$207
SPDR SER TR (MDYV)	2,653	+2,653	$202
MDYV	2,653	+2,653	$202
KENVUE INC	9,325	UNCH	$200
KVUE	9,325	UNCH	$200
SUMMIT THERAPEUTICS INC	39,266	UNCH	$163
SMMT	39,266	UNCH	$163
FS CREDIT OPPORTUNITIES CORP	21,195	+21,195	$126
FSCO	21,195	+21,195	$126
CHIMERIX INC	47,320	UNCH	$50
CMRX	47,320	UNCH	$50
LOTTERY COM INC	29,853	+0	$0
LTRYW	29,853	UNCH	$0
WALGREENS BOOTS ALLIANCE INC	0	-7,877	$0 (exited)
WBA	0	-7,877	$0

See Summary: Vance Wealth Inc. Top Holdings
See Details: Top 10 Stocks Held By Vance Wealth Inc.

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
EQIX	+753	+$621
BITB	+9,830	+$381
IBDP	+12,186	+$305
VWO	+6,048	+$253
XLE	+2,555	+$241
DFIV	+6,384	+$235
HD	+585	+$224
VIG	+1,144	+$209
VXF	+1,189	+$208
CMCSA	+4,781	+$207

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
WBA	-7,877	-$206

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DFAX	+18,598	+$1,571
IEMG	+17,747	+$1,000
NETL	+6,202	-$105
VONV	+5,416	+$929
AMZN	+3,846	+$947
IWS	+3,664	+$788
WMT	+3,284	+$65
IWP	+3,195	+$840
EFV	+2,802	+$341
VONG	+2,592	+$1,223

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
EEM	-20,568	-$773
MDT	-20,182	-$1,394
CBRE	-4,931	-$419
IJK	-1,310	+$238
BAC	-777	+$36
DFAC	-691	+$4,594
IJJ	-624	+$42
SPYG	-589	+$231
SCZ	-452	+$38

Vance Wealth Inc. Info

Size ($ in 1000's)
At 03/31/2024: $250,988
At 12/31/2023: $230,485

Vance Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vance Wealth Inc. 13F filings. Link to 13F filings: SEC filings

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