Enclave Advisors LLC Investment Activity Q2 2026: Significant Purchases and Sales Observed

Enclave Advisors LLC managed a substantial portfolio valued at $766.5 million as of June 30, 2026. Their holdings spanned various sectors and included numerous exchange-traded funds (ETFs).

The investor was notably active during this period, engaging in significant purchases across several Vanguard ETFs.

• VO, the Vanguard Index Fund (total stock value $36.1 million), saw a massive increase of 243% in shares held compared to the previous quarter.
• VGT, the Vanguard World ETF (value $32.4 million), experienced an astronomical 642% jump in holdings, one of their largest increases observed.
• The VUG (Vanguard Index ETF value $21.1 million) also showed a substantial rise with a 467% increase in shares during the quarter.
• SCHV, the Schwab Strategic ETF (value $13.0 million), was another significant purchase, increasing by 646% in holdings.
• Additionally, JPIE and VIG showed considerable buying activity with increases of 9.39% and -29.06% respectively (though the latter is a decrease). The Vanguard ETFs VO, VGT, VUG, SCHV, and VTV were among their most significant purchases this quarter.

Conversely, Enclave Advisors also divested substantial portions of certain holdings during Q2 2026.

• The IWB, the iShares ETF (value $65.5 million), experienced a slight decrease (-1%) in shares held.
• IGSB, the iShares ETF, saw its largest position reduced by 69.79% during the quarter.
• Their SCHD holding (Schwab Strategic ETF value $1.8 million) was significantly cut down by -72%, indicating a major exit from this fund.
• VDE, another iShares ETF, although not listed in the changed_holdings data provided here, is noted as one of their significant sell symbols (-90% decrease).

Furthermore, Enclave Advisors significantly reduced or exited other positions during this quarter.

• The VGIT, Vanguard Scottsdale ETF (value $1.5 million), was completely liquidated as holdings decreased by 90.77% (-249,166 shares).
• PSLV, the Sprott Asset Management ETF (value $0.9 million) experienced a large decrease of -75.6%, shedding many shares.
• Their VIG holding also showed a substantial reduction (-29.06%) in this data snapshot, though it was classified as a purchase elsewhere.

In summary, Enclave Advisors demonstrated strong buying momentum during Q2 2026, particularly favoring Vanguard ETFs like VO, VGT, and VUG which saw massive increases. They also significantly trimmed positions in funds such as SCHD (-71.95%), VGIT (down to zero), PSLV (-75.6%), IWB (-1%) and IGSB (-69.79%).