Scott Capital Advisors' Significant ETF Activity in Q2 2026
Scott Capital Advisors, Llc significantly increased its holdings in several Vanguard and iShares exchange-traded funds during the quarter ending June 30, 2026, while also making adjustments to other positions.
As of Scott Capital Advisors, Llc's latest filing dated for the period ending June 30, 2026, the investment advisor demonstrated substantial buying activity in popular exchange-traded funds (ETFs). The portfolio's total value stood at $638.5 million as of this date.
Among the most notable purchases was a significant increase in Vanguard S&P 500 ETF (VOO). Scott Capital Advisors added over 293,000 shares during this quarter. Other substantial buys included increases in the holdings of Vanguard Information Technology ETF (VUG), which saw a massive increase of nearly half a million shares.
Additionally, the firm boosted its positions in several Vanguard Scottsdale funds. The holdings of Vanguard Capital Stock Hansen (VCSH), Vanguard Capital Stock Index TR (VCIT), and Vanguard Balanced Index Fund (BIV) all increased substantially. The firm also purchased a large number of shares in the Fidelity MERRIMACK STR TR (FBND).
The significant buying interest appears focused on growth-oriented and tax-managed ETFs. For instance, Scott Capital Advisors also increased its stake in the Vanguard Tax-Managed Equity Fund (VEA) by nearly 287,000 shares during this period.
In contrast to these large purchases, the investor also made adjustments or reductions in other holdings. Several funds experienced decreases in share count compared to the previous quarter, including iShares Core Dividend Growth ETF (DGRO) and JPMorgan Exchange Traded Fund (ETF) Shares (JPLD). One fund, the Schwab Strategic Trust ETF (SCHD), saw a slight reduction in its position.
Furthermore, Scott Capital Advisors initiated new positions or increased existing ones for funds like PIMCO EP Inflation Protected TR (PYLD), adding over 740,000 shares. The firm also purchased a substantial amount of the iShares S&P SmallCap 600 Social ETF (SUSB) and increased its stake in the Capital Group Dividend Value TR (CGDV).