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Vantage Financial Partners (Wisconsin)’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$6.42M Buy
75,402
+3,724
+5% +$316K 1.3% 17
2025
Q3 		$6.1M Buy
71,678
+4,878
+7% +$407K 1.28% 18
2025
Q2 		$5.45M Buy
+66,800
New +$5.13M 1.26% 16

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GSEW Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 5.2% in Q4 2025, buying an estimated $316K and bringing the position to 75,402 shares worth $6.42M. The position accounts for 1.3% of the portfolio, ranked #17.

Vantage Financial Partners (Wisconsin) first reported a position in GSEW in Q2 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold GSEW as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 75,402 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $6.42M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 3,724 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2025, an estimated $316K.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 1.3% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #17 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.