VanderPol Investments Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US TIPS ETF
SCHP
|
+$2.59M |
| 2 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$1.23M |
| 3 |
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
|
+$1.21M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$369K |
| 5 |
Netflix
NFLX
|
+$233K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$1.74M |
| 3 |
Vanguard Total World Bond ETF
BNDW
|
+$1.21M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.2M |
| 5 |
Vanguard World Funds Extended Duration ETF
EDV
|
+$360K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 76.78% |
| 2 | Technology | 7.85% |
| 3 | Consumer Discretionary | 3.49% |
| 4 | Financials | 3.1% |
| 5 | Communication Services | 2.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Adobe
ADBE
$100B
| $210K | 0.44% |
543
-3
| -0.5% | -$1.16K |
|
52
Honeywell
HON
$64.1B
| $209K | 0.44% |
+951
| New | +$192K |
|
53
Dimensional International Core Equity 2 ETF
DFIC
$15.4B
| $208K | 0.44% |
+6,706
| New | +$196K |
|
54
GE Aerospace
GE
$336B
| $203K | 0.43% |
+788
| New | +$173K |
|
55
Mitsubishi UFJ Financial
MUFG
$269B
| $198K | 0.42% |
14,467
-1,528
| -10% | -$19.8K |
|
|
56
Vanguard Total World Bond ETF
BNDW
$1.87B
| – | – |
-17,613
| Closed | -$1.21M |
|
|
57
Vanguard Total International Bond ETF
BNDX
$82.5B
| – | – |
-35,742
| Closed | -$1.74M |
|
|
58
Vanguard World Funds Extended Duration ETF
EDV
$3.67B
| – | – |
-5,069
| Closed | -$360K |
|
59
Thermo Fisher Scientific
TMO
$225B
| – | – |
-410
| Closed | -$204K |
|
Similar funds
VanderPol Investments's Q2 2025 Portfolio in Review
As of Q2 2025, VanderPol Investments held 59 positions worth $47.6M, up 0.55% from $47.3M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
VanderPol Investments withdrew a net $2.76M in Q2 2025, closing 4 positions and reducing 33 holdings. Its most notable exit was Vanguard Total International Bond ETF, an estimated $1.74M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 77% of assets, down from 80% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, VanderPol Investments opened a new position in State Street SPDR Bloomberg International Treasury Bond ETF worth $1.26M.
- VanderPol Investments's largest Q2 2025 buy was State Street SPDR Bloomberg International Treasury Bond ETF: 53,818 shares worth $1.26M.
- VanderPol Investments added most to Schwab US TIPS ETF in Q2 2025, an estimated $2.59M increase.
- VanderPol Investments's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $4M.
- VanderPol Investments fully exited Vanguard Total International Bond ETF in Q2 2025, selling an estimated $1.74M.
- VanderPol Investments's ten largest holdings make up 58% of its $47.6M portfolio in Q2 2025.
- VanderPol Investments opened 7 new positions and closed 4 in Q2 2025.
- VanderPol Investments's portfolio value rose 0.55% quarter-over-quarter to $47.6M.
Based on VanderPol Investments's 13F filing for Q2 2025, filed 24 Jul 2025.