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Several investment firms adjusted their ETF holdings in Q1 2025, with notable changes in stock and bond funds.
Several investment firms adjusted their holdings in various ETFs during the first quarter of 2025. Investment Counsel Co. of Nevada reduced its shares in Vanguard S&P 500 ETF (VOO) by 4.4%, now holding 26,794 shares worth $13.77 million. Atria Wealth Solutions Inc. decreased its SPDR Portfolio S&P 500 ETF (SPLG) holdings by 13.6%, owning 374,819 shares valued at $24.65 million. Clearstead Trust LLC increased its holdings in Vanguard Short-Term Bond ETF (BSV) by 60.1%, now owning 629 shares. Atria Wealth Solutions also increased its Vanguard Intermediate-Term Bond ETF (BIV) holdings by 4.4%. McClarren Financial Advisors Inc. added a new position in VOO, buying 30,595 shares worth $15.72 million, making it their second-largest holding.