Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANTAGE FINANCIAL PARTNERS LLC | 05-02-2024 | 03-31-2024 | 143 | 371,563,711 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP ETF | ETF | 51 | $2,314,453 | 10,125 | 0.00 | 0.00 | 117 | 1.17 | 03-31-2024 |
| VANGUARD VALUE ETF | ETF | 52 | $2,097,214 | 12,877 | 0.00 | 0.00 | 772 | 6.38 | 03-31-2024 |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 53 | $1,882,701 | 25,738 | 0.00 | 0.00 | 714 | 2.85 | 03-31-2024 |
| ISHARES MBS ETF | ETF | 54 | $1,811,785 | 19,604 | 0.00 | 0.00 | 50 | 0.26 | 03-31-2024 |
