Tilson Financial Group Inc Q2 2026: Major Increase in Vanguard Index Fund ETF Shares
Tilson Financial Group significantly boosted its position in VANGUARD INDEX FDS (VUG) during the second quarter of 2026, while also increasing holdings in several Dimensional and SPDR ETFs.
As reported by InsiderSet for the period ending June 30th, 2026, Tilson Financial Group Inc has shown notable activity within its investment portfolio. The analysis focuses on changes observed during this quarter.
The most significant change noted is a substantial increase in Vanguard Index Fund ETF Shares (VUG). According to the filing, VUG saw an astronomical rise of 532.44% in its share count compared to the previous period. This translates to adding approximately 385,533 shares during Q2 alone.
Alongside this massive ETF purchase, Tilson also initiated new positions or significantly increased stakes in several other holdings:
- VANGUARD INDEX FDS (VUG): Increased share count by 385,533 shares
- CAPITAL GROUP GROWTH ETF (CGGR): Added a new position with 5,501 shares
- Tilson Financial Group Inc also notably increased its stake in Consolidated Edison Inc (ED), adding a position with 4,000 shares.
Tilson further bolstered its Dimensional ETF holdings:
- DIMENSIONAL ETF TRUST (DFLV): Increased by 7,179 shares
- DIMENSIONAL ETF TRUST (DFEM): Increased by 7,455 shares
- DIMENSIONAL ETF TRUST (DFAS): Increased by 5,900 shares
- DIMENSIONAL ETF TRUST (DFIS): Increased by 8,100 shares
- DIMENSIONAL ETF TRUST (DFIV): Increased by 4,692 shares
Additionally, Tilson increased its holdings in SPDR S&P 500 Trust ETF Shares (SPTS) and iShares Core MSCI World Minimum Volatility Index Fund (IWF):
- SPDR SERIES TRUST (SPTS): Increased by 9,249 shares
- ISHARES TR (IWF): Increased by 13,087 shares
Tilson also continued to hold substantial positions in several Vanguard and Dimensional funds that experienced moderate increases:
- VANGUARD MALVERN FDS (VCRB): Increased by 25,782 shares
- VANGUARD TAX-MANAGED FDS (VEA): Increased by 5,658 shares
- SPDR SERIES TRUST (SPTI): Increased by 17,267 shares
There were no large-scale sales or exits reported in the filing for this quarter. Tilson Financial Group Inc maintained its positions and focused on increasing exposure across several ETFs.