Blankinship & Foster Investment Activity Analysis: Q2 Changes Detailed
Blankinship & Foster, Llc's portfolio saw significant shifts in this quarter with notable additions to Vanguard ETFs like VO and VUG, alongside increased holdings of IWF. The investor also acquired individual stocks such as AAPL and INTC while reducing positions in Dimensional DFAU.
As of June 30th, 2026, Blankinship & Foster, Llc's portfolio has undergone several notable changes during the quarter. This analysis focuses on the investor's activity based solely on disclosed changed holdings.
Purchasing Specific ETFs: The most significant buying activity this quarter involved Exchange-Traded Funds (ETFs). Blankinship & Foster notably increased their position in Vanguard Index Funds (VO) by 328,465 shares, representing a substantial 292.95% increase from the previous period. Similarly, there was a considerable purchase of Vanguard Index Funds (VUG), with an increase of 311,478 shares (+467.19%). A smaller but still significant buy occurred in iShares Core MSCI World Minimum Variance UCITS ETF (IWF), adding 16,729 shares (+299.32%)
Selling or Reducing Specific Holdings: The investor also made strategic reductions in certain holdings during this period. Shares of Dimensional ETF Trust (DFAU) decreased by 40,218 shares (-1.53%). Reductions were also observed in Dimensional's DBEF ETF (-7.37%), ISHARES TR HEFA ETF (-2.61%), and Vanguard AGG ETF (-1.88%)
Adding Individual Stocks: Beyond the ETF adjustments, Blankinship & Foster added two individual stocks to their portfolio this quarter: Apple Inc (AAPL), purchased at a value of $5.25 million, and Healthpeak Properties Inc (DOC) bought for $0.21 million.
Minor Adjustments & Portfolio Overview: Other changes included minor reductions in Vanguard Intl Equity Index Fund (VEU) (-1.02%) and small adjustments to Vanguard ETFs (VTI), ISHARES TR MBB ETF, and ISHARES TR IVW ETF.
No Disclosed Activity for Other Sectors: While the portfolio includes significant allocations to various sectors like Technology and Real Estate, no specific purchase or sale activity was disclosed by insiders for these categories during this period. The majority of the portfolio (92.06%) remains invested in 'Unknown' sector holdings.