Independence Asset Advisors Increases Holdings in VTI, SPYQ; Small Adjustments Elsewhere

As of June 30, 2026, Independence Asset Advisors, Llc managed a substantial portfolio valued at approximately VTI, which stands for Vanguard Index Funds.

The firm's strategy involved significant purchases during the quarter. Notably, they increased their stake in Vanguard S&P 500 ETF (VTI) by over 195,000 shares, representing a nearly 397% increase. Similarly, the position in SPYQ, which is Vanguard S&P 500 ETF (assuming typo corrected from VNQ), saw an enormous jump of almost 200,000 shares or a staggering 397.22% increase.

Independence Asset Advisors also made significant additions to their portfolio with substantial increases in other exchange-traded funds (ETFs). They notably boosted the position in CLOI, which represents Vaneck Vectors S&P 500 Low Volatility ETF, by just under 3.7 thousand shares or about 1.97%. Furthermore, they significantly increased holdings in JPIE, JPMorgan Exchange-Traded Fund (Arbitrage) ETF, adding nearly 200,000 shares or a massive 3239.16% increase.

Additionally, the firm purchased positions in other funds like FLRT, which is Pacer ETFs (assuming typo corrected from PACER), adding around 7.7 thousand shares or about 11.03% increase, and VIG, Vanguard Specialized Funds ETF, acquiring approximately 1.9 thousand shares.

Independence Asset Advisors also maintained some existing positions without change during the quarter. For instance, their stake in VFMV, Vanguard Wellington Income & Growth ETF, remained stable with no share changes reported.

On the other side of adjustments, there were minor reductions. The position in JPRE, JPMorgan Exchange-Traded Fund (Emerging Markets) ETF, decreased slightly by 78 shares or just 0.54%. However, no large-scale selling activities were disclosed for this period.

Overall, Independence Asset Advisors demonstrated a strong focus on broad market exposure through major additions to VTI and SPYQ (VNQ), alongside significant increases in JPMorgan ETFs like JPIE. Their portfolio remains heavily concentrated within the Financial Services sector, primarily via these large holdings.