Vilga Financial Planning Llc Investment Activity in Q1 2026
Vilga Financial Planning Llc's portfolio saw significant changes during the first quarter of 2026, with notable purchases and adjustments across various holdings.
As reported by InsiderSet for the period ending March 31, 2026 (Q1 2026), Vilga Financial Planning Llc experienced substantial shifts in its portfolio holdings. The total portfolio value stood at $111,674,206 as of this date.
The investor's activity was concentrated in specific areas:
- Purchasing shares: Significant buying occurred across several Vanguard funds and SPDR ETFs. Notably, the SCHWAB STRATEGIC TR (SCHP) saw a massive increase of 190.7% in its share count during this quarter.
- New positions added: The VANGUARD INDEX FDS (VTV), ISHARES TR (IJH), and SELECT SECTOR SPDR TR (XLE) were all initiated as new holdings, representing substantial additions to the portfolio structure.
In terms of specific transactions:
- SCHP (Schwab Strategic Trust ETF): This fund experienced a dramatic increase in its allocation within Vilga Financial Planning Llc's portfolio. The share count rose by 179,802 units (a staggering +190.7%) during the quarter.
- VTV (Vanguard Index Funds): A new position was established with VANGUARD INDEX FDS (VTV). This fund's share count increased by 13,529 units (+100% from prior period), contributing $2.65 million to the portfolio.
- IJH (iShares Core): The ISHA RES TR (IJH) also saw a significant increase in its position within the portfolio. Its share count grew by 9,805 units (+15.5% from prior period).
- XLE (SPDR Portfolio Sectors): Another new position was added with SELECT SECTOR SPDR TR (XLE). This fund's allocation jumped to $358,248 in value during the quarter.
The investor also continued to build positions in other established holdings:
- VEA (Vanguard Tax-Managed): Holdings increased by +6,019 shares (+6.01%) for a total value of $20.34 million.
- VWO (Vanguard Intl Equity): Shares rose slightly by +7,763 units (+8.17% from prior period) to reach a total stock value of $5.55 million.
- XLK (SPDR Tech Sector ETF): Holdings in SELECT SECTOR SPDR TR (XLK) increased by +2,930 shares (+8.17% from prior period).
- VXUS (Vanguard Star Funds): Shares remained unchanged.
In addition to these substantial purchases and new positions, the investor also made notable additions in specific sectors:
- MERCK & CO INC (MRK): A new individual stock position was added with a full allocation increase.
- Technology sector: New positions were initiated in VANGUARD INDEX FDS (VBR) and ADVANCED MICRO DEVICES INC (AMD).
No large-scale selling activity was reported by the investor during this quarter. While some holdings like VXUS, BNDX, VTWO, and XLF experienced slight decreases or no change in share count respectively, these were not classified as significant sell events according to the disclosed data.