Vantage Financial Partners, LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $400M
Signature - Title: Michelle McCarthy - Chief Compliance Officer
Location: Elm Grove, WI
Summary: This page shows a list of all the recent 13F filings made by Vantage Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Vantage Financial Partners, LLC reported 181 stock holdings with total value $400M as of Q4 2024. Top holdings included ITOT, AGG, IVV, IXUS, and DIVO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	181	$400M	+$67.8M	-$61.5M	+$6.25M	ITOT, AGG, IVV, IXUS, DIVO	13F-HR	2/6/2025, 02:46 PM
Q3 2024	193	$403M	+$65M	-$69.1M	-$4.06M	ITOT, AGG, IVV, IJH, IXUS	13F-HR	11/8/2024, 02:14 PM
Q2 2024	151	$385M	+$28.9M	-$19.5M	+$9.44M	ITOT, AGG, IJH, IJR, IVV	Restatement	8/13/2024, 01:57 PM
Q1 2024	143	$372M	+$35.4M	-$4.95M	+$30.5M	ITOT, AGG, IJH, IJR, IVV	13F-HR	5/2/2024, 11:51 AM
Q4 2023	133	$340M	+$77.4M	-$15.4M	+$62.1M	ITOT, AGG, IJH, IJR, IVV	Restatement	2/13/2024, 11:48 AM
Q3 2023	99	$255M	+$22M	-$24.9M	-$2.9M	ITOT, AGG, IJR, IJH, IXUS	13F-HR	11/2/2023, 01:10 PM
Q2 2023	92	$267M	+$13M	-$4.53M	+$8.49M	ITOT, AGG, IXUS, DIVO, IJR	13F-HR	8/8/2023, 02:21 PM
Q1 2023	90	$252M	+$76.7M	-$1.36M	+$75.3M	ITOT, AGG, IXUS, DIVO, SCHX	13F-HR	5/8/2023, 03:43 PM
Q4 2022	60	$168M	+$18.1M	-$13.9M	+$4.15M	ITOT, AGG, IXUS, DIVO, IVV	13F-HR	2/8/2023, 01:24 PM
Q3 2022	57	$141M	+$79.8M	-$95.7M	-$16M	ITOT, AGG, IXUS, IVV, IUSG	13F-HR	10/31/2022, 09:54 AM
Q2 2022	59	$168M	+$19.7M	-$12.9M	+$6.72M	IUSG, IVV, IJH, IGSB, IUSV	13F-HR	8/10/2022, 02:09 PM
Q1 2022	64	$194M	+$40.7M	-$100M	-$59.6M	IUSG, IVV, IJH, IGSB, IUSV	13F-HR	5/16/2022, 12:08 PM
Q4 2021	56	$250M				IVV, IJH, IUSG, IXUS, IUSV	13F-HR	3/3/2022, 09:57 AM