LVZ, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$782M
Signature - Title
Ryan Vander Zwart - Chief Compliance Officer
Location
Holland, MI
Summary
This page shows a list of all the recent 13F filings made by LVZ, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LVZ, Inc. reported 149 stock holdings with total value $782M as of Q3 2024. Top holdings included SDVY, IVW, IVE, DUHP, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 149 $782M +$17.2M -$16.4M +$771K SDVY, IVW, IVE, DUHP, IJH 13F-HR 10/24/2024, 08:56 AM
Q2 2024 143 $734M +$16.8M -$15.1M +$1.69M IVW, SDVY, IVE, DUHP, IJH 13F-HR 7/24/2024, 05:25 PM
Q1 2024 144 $735M +$177M -$73.1M +$104M SDVY, IVW, IVE, IJH, DUHP 13F-HR 4/17/2024, 10:37 AM
Q4 2023 142 $708M +$34.5M -$11.2M +$23.3M IJH, IVW, IVE, IJR, DFAI 13F-HR 1/23/2024, 02:26 PM
Q3 2023 127 $620M +$1.89M -$70.3M -$68.4M IJH, IVW, IVE, IJR, FIXD 13F-HR 11/8/2023, 02:18 PM
Q2 2023 147 $718M +$91.4M -$85.2M +$6.12M IJH, IVW, IVE, IJR, FIXD 13F-HR 7/18/2023, 03:25 PM
Q1 2023 150 $687M +$85.8M -$64.9M +$21M IJH, IVE, IJR, DUHP, FIXD 13F-HR 4/20/2023, 01:50 PM
Q4 2022 147 $641M +$69.4M -$49.1M +$20.3M IJH, IVE, IJR, DUHP, IVW 13F-HR 1/17/2023, 10:57 AM
Q3 2022 119 $576M +$73.4M -$62.9M +$10.5M IJH, IVE, IJR, FIXD, IVW 13F-HR 10/11/2022, 09:03 AM
Q2 2022 106 $596M +$40.5M -$70.6M -$30.1M IJH, IVE, IJR, FIXD, IVW 13F-HR 7/27/2022, 03:07 PM
Q1 2022 110 $719M +$37.6M -$29.5M +$8.04M IJH, IVE, IJR, IVW, FIXD 13F-HR 4/19/2022, 04:31 PM
Q4 2021 107 $748M +$30.1M -$16M +$14.1M IJH, IVE, IJR, IVW, FIXD 13F-HR 1/28/2022, 12:03 PM
Q3 2021 102 $699M +$49.8M -$23.2M +$26.7M IJH, IVE, IJR, IVW, FIXD 13F-HR 10/27/2021, 10:44 AM
Q2 2021 107 $680M +$99.8M -$94.7M +$5.07M IJH, IVE, IJR, IVW, FIXD 13F-HR 7/16/2021, 03:12 PM
Q1 2021 109 $647M +$71.8M -$61.8M +$10M IJH, IJR, IVE, IVW, AGG 13F-HR 4/8/2021, 11:08 AM
Q4 2020 100 $598M +$108M -$17.6M +$90.6M IJH, IJR, IVW, GSLC, AGG 13F-HR 2/10/2021, 10:34 AM
Q3 2020 36 $14.4M $0 $0 IVV, AAPL, AMZN, SPY, RAVI New Holdings 12/23/2020, 03:06 PM
Q3 2020 85 $485M +$36.1M -$16.7M +$19.4M IJH, GSLC, AGG, IVW, FIXD 13F-HR 10/28/2020, 11:54 AM
Q2 2020 24 $9.81M $0 $0 SPY, MGK, AMZN, FXH, AAPL New Holdings 12/23/2020, 03:01 PM
Q2 2020 77 $444M +$92.3M -$38.4M +$54M IJH, GSLC, AGG, FIXD, IJR 13F-HR 7/13/2020, 04:01 PM
Q1 2020 22 $8.29M $0 $0 IVV, MGK, AMZN, WEC, FAD New Holdings 12/23/2020, 02:59 PM
Q1 2020 67 $337M +$35.7M -$105M -$69M IJH, AGG, FIXD, IVW, IJR 13F-HR 4/20/2020, 04:18 PM
Q4 2019 33 $11.3M $0 $0 STIP, JPM, QTEC, FAD, WEC New Holdings 12/23/2020, 02:58 PM
Q4 2019 88 $494M +$27.7M -$6.54M +$21.2M IJH, IJR, GSLC, IVE, AGG 13F-HR 2/5/2020, 09:11 AM
Q3 2019 24 $7.3M $0 $0 FAD, JPM, WEC, QTEC, AMZN New Holdings 12/23/2020, 02:04 PM
Q3 2019 77 $462M +$121M -$82.1M +$38.5M IJH, IJR, AGG, GSLC, FIXD 13F-HR 10/22/2019, 02:04 PM
Q2 2019 20 $5.77M $0 $0 STIP, JPM, WEC, AMZN, CSB New Holdings 12/23/2020, 01:59 PM
Q2 2019 74 $414M +$15.7M -$13.7M +$2.01M IJH, FIXD, IJR, IVE, IVW 13F-HR 7/19/2019, 09:42 AM
Q1 2019 23 $6.72M $0 $0 FTEC, JPM, WEC, AMZN, STIP New Holdings 12/23/2020, 01:51 PM
Q1 2019 74 $428M +$168M -$115M +$52.4M IJH, IVE, IJR, FIXD, IVW 13F-HR 4/25/2019, 02:10 PM
Q4 2018 27 $7.87M $0 $0 NEAR, FDT, HYG, JPM, WEC New Holdings 12/23/2020, 01:48 PM
Q4 2018 74 $351M +$18.2M -$34M -$15.8M IVW, IVE, GSLC, IEMG, UCON 13F-HR 1/18/2019, 12:27 PM
Q3 2018 27 $8.58M $0 $0 SLYG, JPM, HYG, FYX, FYC New Holdings 12/23/2020, 01:27 PM
Q3 2018 75 $399M +$101M -$96.1M +$4.5M IVW, IVE, GSLC, EFG, IEMG 13F-HR 10/19/2018, 03:58 PM
Q2 2018 24 $9.1M $0 $0 IGIB, STIP, IWC, IVV, MDYG New Holdings 12/23/2020, 01:25 PM
Q2 2018 69 $394M +$45.2M -$19.3M +$26M IEFA, IVW, FBND, IEMG, GSLC 13F-HR 8/2/2018, 03:05 PM
Q1 2018 22 $6.84M $0 $0 IGIB, JPM, MDYG, FNY, MDYV New Holdings 12/23/2020, 01:24 PM
Q1 2018 63 $357M +$61.6M -$39M +$22.6M IEFA, IVW, IEMG, FBND, IVE 13F-HR 4/25/2018, 09:30 AM
Q4 2017 31 $11.4M $0 $0 BIV, IGIB, IWF, VYM, JPM New Holdings 12/23/2020, 01:22 PM
Q4 2017 70 $338M +$56.5M -$44.7M +$11.7M IEFA, IVW, IEMG, IVE, FBND 13F-HR 1/31/2018, 04:11 PM
Q3 2017 32 $10.4M $0 $0 IGIB, IWF, AMAT, JPM, VYM New Holdings 12/23/2020, 11:26 AM
Q3 2017 67 $309M +$24.4M -$14.2M +$10.2M IEFA, IVW, IEMG, IVE, GSLC 13F-HR 11/2/2017, 10:08 AM
Q2 2017 34 $11.1M $0 $0 IGIB, IWF, DON, JPM, USMV New Holdings 12/23/2020, 11:25 AM
Q2 2017 68 $284M +$47.9M -$39.8M +$8.17M IEFA, IVW, GSLC, IVE, FBND 13F-HR 8/8/2017, 02:02 PM
Q1 2017 32 $10.6M $0 $0 IGIB, DON, ISTB, VYM, JPM New Holdings 12/23/2020, 10:29 AM
Q1 2017 63 $272M +$69M -$54.6M +$14.4M IVE, IEFA, USMV, IVW, IJJ 13F-HR 5/3/2017, 02:33 PM
Q4 2016 31 $10.4M $0 $0 IGIB, DON, FMB, SCHB, IUSV New Holdings 12/23/2020, 10:24 AM
Q4 2016 60 $252M +$36M -$28.5M +$7.48M IVE, NEAR, USMV, IJJ, IVW 13F-HR 1/27/2017, 11:17 AM
Q3 2016 33 $10.3M $0 $0 IGIB, DON, FMB, GNMA, SYK New Holdings 12/22/2020, 05:03 PM
Q3 2016 62 $244M +$56.8M -$40.2M +$16.6M USMV, NEAR, IVE, FBND, IVW 13F-HR 11/1/2016, 10:20 AM
Q2 2016 30 $9.18M $0 $0 ISTB, DON, FMB, GNMA, DTD New Holdings 12/22/2020, 05:02 PM
Q2 2016 59 $225M +$10.1M -$2.38M +$7.77M USMV, NEAR, IVE, IVW, EFAV 13F-HR 8/3/2016, 10:46 AM
Q1 2016 27 $8.24M $0 $0 ISTB, DON, FMB, DTD, RAVI New Holdings 12/22/2020, 05:01 PM
Q1 2016 56 $213M +$60.8M -$28.2M +$32.6M USMV, NEAR, IVW, IVE, EFAV 13F-HR 5/13/2016, 10:05 AM
Q4 2015 25 $7.31M $0 $0 ISTB, ITOT, DTD, FTSM, FMB New Holdings 12/22/2020, 04:21 PM
Q4 2015 49 $177M +$57.9M -$40.5M +$17.4M NEAR, IJH, IVW, IVE, EFAV 13F-HR 2/12/2016, 01:55 PM
Q3 2015 18 $4.65M $0 $0 ITOT, IJH, FYX, AAPL, FTC New Holdings 12/22/2020, 03:15 PM
Q3 2015 43 $154M +$16.8M -$27.6M -$10.7M IVW, IVE, EFAV, IJK, IJJ 13F-HR 10/20/2015, 09:15 AM
Q2 2015 16 $4.25M $0 $0 IJH, HYLD, ILCB, FMB, FTC New Holdings 12/22/2020, 03:48 PM
Q2 2015 41 $180M +$9.87M -$2.29M +$7.58M IVE, IVW, EFAV, HYG, IJK 13F-HR 7/29/2015, 01:50 PM
Q1 2015 17 $4.32M $0 $0 IJH, HYLD, ILCB, FMB, AAPL New Holdings 12/18/2020, 10:48 AM
Q1 2015 40 $172M +$46.4M -$13.2M +$33.1M IVE, IVW, EFAV, HYG, IJJ 13F-HR 4/23/2015, 02:48 PM
Q4 2014 8 $1.94M $0 $0 IWC, AAPL, WEC, COP, VVC New Holdings 12/18/2020, 10:46 AM
Q4 2014 27 $135M +$33.8M -$35.6M -$1.77M IVE, IVW, HYG, EFAV, IJJ 13F-HR 1/30/2015, 10:50 AM
Q3 2014 5 $1.98M $0 $0 STIP, COP, IWC, WEC, F New Holdings 12/22/2020, 03:39 PM
Q3 2014 24 $134M +$4.3M -$736K +$3.57M FLOT, IVE, EFAV, IVW, HYG 13F-HR 10/24/2014, 12:53 PM
Q2 2014 6 $1.45M $0 $0 COP, IWC, WEC, CL, VVC New Holdings 12/17/2020, 05:33 PM
Q2 2014 26 $135M +$24.1M -$18.6M +$5.52M FLOT, EFAV, IVE, HYG, IJJ 13F-HR 7/24/2014, 09:25 AM
Q1 2014 5 $1.19M $0 $0 COP, WEC, USMV, JPM, OSK New Holdings 12/18/2020, 10:50 AM
Q1 2014 24 $125M +$20.8M -$19.4M +$1.42M IJT, IJK, IVW, IVE, EFAV 13F-HR 4/22/2014, 09:26 AM
Q4 2013 4 $1.71M $0 $0 STIP, COP, JPM, WEC New Holdings 12/17/2020, 04:50 PM
Q4 2013 18 $120M $0 $0 IJJ, FLOT, IVW, IVE, IJK 13F-HR 1/17/2014, 03:42 PM