Sax Wealth Advisors Boosts Vanguard ETF Stake by 466 Percent

Sax Wealth Advisors filed its Q3 13F with the SEC detailing portfolio changes. The standout move was a 466.3% increase in its Vanguard Growth ETF position, to 137,817 shares worth about $12.42 million. The firm also acquired 186,170 shares of Dimensional International Small Cap Value ETF valued at about $8.06 million, raised JPMorgan Chase holdings 94% to 48,905 shares worth about $16.18 million, and lifted Chevron 103.2% to 28,832 shares worth about $5.89 million. New stakes included 188,015 shares of Fidelity Blue Chip Growth ETF worth about $11.88 million (0.21% of the fund) and 115,259 shares of Avantis U.S. Equity ETF worth about $14.76 million. It also lifted iShares S&P 500 Value ETF holdings 18.1% to 41,206 shares worth $9.41 million after buying 6,309 more shares. CONTESTED: No contested claims were identified in the record. Reports list matching stake sizes and values, including the same FBCG figure as about $11.88 million or $11,884,000.