• 13F History

LVZ, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 6, 2025
Value $
$780M
Signature - Title
Ryan Vander Zwart - Chief Compliance Officer
Location
Holland, MI
Summary
This page shows a list of all the recent 13F filings made by LVZ, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LVZ, Inc. reported 149 stock holdings with total value $780M as of Q4 2024. Top holdings included SDVY, IVW, IVE, DUHP, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 149 $780M +$122M -$115M +$7.11M SDVY, IVW, IVE, DUHP, IJH 13F-HR 2/6/2025, 02:30 PM
Q3 2024 149 $782M +$17.2M -$16.4M +$771K SDVY, IVW, IVE, DUHP, IJH 13F-HR 10/24/2024, 08:56 AM
Q2 2024 143 $734M +$16.8M -$15.1M +$1.69M IVW, SDVY, IVE, DUHP, IJH 13F-HR 7/24/2024, 05:25 PM
Q1 2024 144 $735M +$177M -$73.1M +$104M SDVY, IVW, IVE, IJH, DUHP 13F-HR 4/17/2024, 10:37 AM
Q4 2023 142 $708M +$34.5M -$11.2M +$23.3M IJH, IVW, IVE, IJR, DFAI 13F-HR 1/23/2024, 02:26 PM
Q3 2023 151 $620M +$1.89M -$70.3M -$68.4M IJH, IVW, IVE, IJR, FIXD 13F-HR 11/8/2023, 02:18 PM
Q2 2023 147 $718M +$91.4M -$74.9M +$16.5M IJH, IVW, IVE, IJR, FIXD 13F-HR 7/18/2023, 03:25 PM
Q1 2023 150 $687M +$85.8M -$61.3M +$24.5M IJH, IVE, IJR, DUHP, FIXD 13F-HR 4/20/2023, 01:50 PM
Q4 2022 147 $641M +$69.4M -$46.3M +$23.1M IJH, IVE, IJR, DUHP, IVW 13F-HR 1/17/2023, 09:57 AM
Q3 2022 119 $576M +$73.4M -$60.5M +$12.9M IJH, IVE, IJR, FIXD, IVW 13F-HR 10/11/2022, 09:03 AM
Q2 2022 106 $596M +$40.5M -$48.9M -$8.44M IJH, IVE, IJR, FIXD, IVW 13F-HR 7/27/2022, 03:07 PM
Q1 2022 110 $717M +$37.5M -$26.5M +$11M IJH, IVE, IJR, IVW, FIXD 13F-HR 4/19/2022, 04:31 PM
Q4 2021 106 $740M +$29M -$6.25M +$22.8M IJH, IVE, IJR, IVW, FIXD 13F-HR 1/28/2022, 11:03 AM
Q3 2021 102 $699M +$49.8M -$23.2M +$26.7M IJH, IVE, IJR, IVW, FIXD 13F-HR 10/27/2021, 10:44 AM
Q2 2021 107 $680M +$99.8M -$94.7M +$5.07M IJH, IVE, IJR, IVW, FIXD 13F-HR 7/16/2021, 03:12 PM
Q1 2021 109 $647M +$71.8M -$61.8M +$10M IJH, IJR, IVE, IVW, AGG 13F-HR 4/8/2021, 11:08 AM
Q4 2020 100 $596M +$108M -$14.9M +$93.1M IJH, IJR, IVW, GSLC, AGG 13F-HR 2/10/2021, 09:34 AM
Q3 2020 35 $14.4M IVV, AAPL, AMZN, SPY, RAVI New Holdings 12/23/2020, 02:06 PM
Q3 2020 84 $485M +$37.7M -$7.58M +$30.2M IJH, GSLC, AGG, IVW, FIXD 13F-HR 10/28/2020, 11:54 AM
Q2 2020 24 $9.81M SPY, MGK, AMZN, FXH, AAPL New Holdings 12/23/2020, 02:01 PM
Q2 2020 76 $444M +$92.3M -$39.1M +$53.2M IJH, GSLC, AGG, FIXD, IJR 13F-HR 7/13/2020, 04:01 PM
Q1 2020 21 $8.29M IVV, MGK, AMZN, WEC, FAD New Holdings 12/23/2020, 01:59 PM
Q1 2020 65 $337M +$45M -$44.8M +$177K IJH, AGG, FIXD, IVW, IJR 13F-HR 4/20/2020, 04:18 PM
Q4 2019 33 $11.3M STIP, JPM, QTEC, FAD, WEC New Holdings 12/23/2020, 01:58 PM
Q4 2019 87 $494M +$27.7M -$2.79M +$25M IJH, IJR, GSLC, IVE, AGG 13F-HR 2/5/2020, 08:11 AM
Q3 2019 24 $7.3M FAD, JPM, WEC, QTEC, AMZN New Holdings 12/23/2020, 01:04 PM
Q3 2019 77 $462M +$121M -$66.1M +$54.8M IJH, IJR, AGG, GSLC, FIXD 13F-HR 10/22/2019, 02:04 PM
Q2 2019 19 $5.77M STIP, JPM, WEC, AMZN, CSB New Holdings 12/23/2020, 12:59 PM
Q2 2019 71 $414M +$15.9M -$1.98M +$14M IJH, FIXD, IJR, IVE, IVW 13F-HR 7/19/2019, 09:42 AM
Q1 2019 23 $6.72M FTEC, JPM, WEC, AMZN, STIP New Holdings 12/23/2020, 12:51 PM
Q1 2019 73 $428M +$168M -$39.8M +$128M IJH, IVE, IJR, FIXD, IVW 13F-HR 4/25/2019, 02:10 PM
Q4 2018 26 $7.87M NEAR, FDT, HYG, JPM, WEC New Holdings 12/23/2020, 12:48 PM
Q4 2018 72 $351M +$18.2M -$22.2M -$4.05M IVW, IVE, GSLC, IEMG, UCON 13F-HR 1/18/2019, 11:27 AM
Q3 2018 26 $8.58M SLYG, JPM, HYG, FYX, FYC New Holdings 12/23/2020, 12:27 PM
Q3 2018 73 $399M +$100M -$45.7M +$54.8M IVW, IVE, GSLC, EFG, IEMG 13F-HR 10/19/2018, 03:58 PM
Q2 2018 24 $9.1M IGIB, STIP, IWC, IVV, MDYG New Holdings 12/23/2020, 12:25 PM
Q2 2018 69 $394M +$56.1M -$5.6M +$50.5M IEFA, IVW, FBND, IEMG, GSLC 13F-HR 8/2/2018, 03:05 PM
Q1 2018 22 $6.84M IGIB, JPM, MDYG, FNY, MDYV New Holdings 12/23/2020, 12:24 PM
Q1 2018 62 $357M +$61.6M -$1.9M +$59.7M IEFA, IVW, IEMG, FBND, IVE 13F-HR 4/25/2018, 09:30 AM
Q4 2017 31 $11.4M BIV, IGIB, IWF, VYM, JPM New Holdings 12/23/2020, 12:22 PM
Q4 2017 70 $338M +$57M -$9.24M +$47.8M IEFA, IVW, IEMG, IVE, FBND 13F-HR 1/31/2018, 03:11 PM
Q3 2017 32 $10.4M IGIB, IWF, AMAT, JPM, VYM New Holdings 12/23/2020, 10:26 AM
Q3 2017 66 $309M +$24.4M -$18M +$6.4M IEFA, IVW, IEMG, IVE, GSLC 13F-HR 11/2/2017, 10:08 AM
Q2 2017 34 $11.1M IGIB, IWF, DON, JPM, USMV New Holdings 12/23/2020, 10:25 AM
Q2 2017 67 $284M +$47.9M -$38.5M +$9.38M IEFA, IVW, GSLC, IVE, FBND 13F-HR 8/8/2017, 02:02 PM
Q1 2017 32 $10.6M IGIB, DON, ISTB, VYM, JPM New Holdings 12/23/2020, 09:29 AM
Q1 2017 63 $272M +$69M -$29.2M +$39.8M IVE, IEFA, USMV, IVW, IJJ 13F-HR 5/3/2017, 02:33 PM
Q4 2016 31 $10.4M IGIB, DON, FMB, SCHB, IUSV New Holdings 12/23/2020, 09:24 AM
Q4 2016 60 $252M +$36M -$19.5M +$16.5M IVE, NEAR, USMV, IJJ, IVW 13F-HR 1/27/2017, 10:17 AM
Q3 2016 33 $10M IGIB, DON, FMB, GNMA, SYK New Holdings 12/22/2020, 04:03 PM
Q3 2016 62 $243M +$56.8M -$12M +$44.8M USMV, NEAR, IVE, FBND, IVW 13F-HR 11/1/2016, 10:20 AM
Q2 2016 30 $8.94M ISTB, DON, FMB, GNMA, DTD New Holdings 12/22/2020, 04:02 PM
Q2 2016 58 $224M +$9.91M -$414K +$9.5M USMV, NEAR, IVE, IVW, EFAV 13F-HR 8/3/2016, 10:46 AM
Q1 2016 27 $8.24M ISTB, DON, FMB, DTD, RAVI New Holdings 12/22/2020, 04:01 PM
Q1 2016 56 $213M +$60.8M -$15.8M +$45M USMV, NEAR, IVW, IVE, EFAV 13F-HR 5/13/2016, 10:05 AM
Q4 2015 25 $7.31M ISTB, ITOT, DTD, FTSM, FMB New Holdings 12/22/2020, 03:21 PM
Q4 2015 49 $177M +$59.1M -$26.9M +$32.2M NEAR, IJH, IVW, IVE, EFAV 13F-HR 2/12/2016, 12:55 PM
Q3 2015 18 $4.65M ITOT, IJH, FYX, AAPL, FTC New Holdings 12/22/2020, 02:15 PM
Q3 2015 42 $154M +$16.8M -$15.6M +$1.24M IVE, IVW, EFAV, IJK, IJJ 13F-HR 10/20/2015, 09:15 AM
Q2 2015 16 $4.25M IJH, HYLD, ILCB, FMB, FTC New Holdings 12/22/2020, 02:48 PM
Q2 2015 41 $180M +$9.87M -$1.35M +$8.52M IVE, IVW, EFAV, HYG, IJK 13F-HR 7/29/2015, 01:50 PM
Q1 2015 17 $4.32M IJH, HYLD, ILCB, FMB, AAPL New Holdings 12/18/2020, 09:48 AM
Q1 2015 40 $172M +$46.4M -$892K +$45.5M IVE, IVW, EFAV, HYG, IJJ 13F-HR 4/23/2015, 02:48 PM
Q4 2014 8 $1.94M IWC, AAPL, WECXXXX, COP, VVC New Holdings 12/18/2020, 09:46 AM
Q4 2014 27 $135M +$33.8M -$10.4M +$23.5M IVE, IVW, HYG, EFAV, IJJ 13F-HR 1/30/2015, 09:50 AM
Q3 2014 5 $1.98M STIP, COP, IWC, WECXXXX, F New Holdings 12/22/2020, 02:39 PM
Q3 2014 24 $134M +$4.3M -$326K +$3.98M FLOT, IVE, EFAV, IVW, HYG 13F-HR 10/24/2014, 12:53 PM
Q2 2014 6 $1.45M COP, IWC, WECXXXX, CL, VVC New Holdings 12/17/2020, 04:33 PM
Q2 2014 26 $135M +$24.1M -$14.4M +$9.69M FLOT, EFAV, IVE, HYG, IJJ 13F-HR 7/24/2014, 09:25 AM
Q1 2014 5 $1.19M COP, WECXXXX, USMV, JPM, OSK New Holdings 12/18/2020, 09:50 AM
Q1 2014 24 $125M +$20.8M -$19.4M +$1.42M IJT, IJK, IVW, IVE, EFAV 13F-HR 4/22/2014, 09:26 AM
Q4 2013 4 $1.71M STIP, COP, JPM, WECXXXX New Holdings 12/17/2020, 03:50 PM
Q4 2013 18 $120M IJJ, FLOT, IVW, IVE, IJK 13F-HR 1/17/2014, 02:42 PM