13F Filings History of Avalon Advisory Group

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$245,062,324
Signature - Title
Caitlin Cully Ross - Partner
Location
Wexford, PA
Summary
This page shows a list of all the recent 13F filings made by Avalon Advisory Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avalon Advisory Group reported 13 stock holdings with total value $245,062,324 as of Q4 2025. Top holdings included VTI, IEF, VEU, ITOT, and SCHF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 13 $245,062,324 +$5,101,290 -$10,207,974 -$5,106,684 VTI, IEF, VEU, ITOT, SCHF 13F-HR 29 Jan 2026, 13:55
Q3 2025 18 $246,714,292 +$2,376,887 -$1,092,538 +$1,284,349 VTI, IEF, VEU, ITOT, SCHF 13F-HR 13 Nov 2025, 14:06
Q2 2025 16 $232,795,339 +$5,685,100 -$12,601 +$5,672,499 VTI, IEF, VEU, ITOT, SCHF 13F-HR 14 Jul 2025, 17:11
Q1 2025 15 $212,269,748 +$1,847,296 -$5,085,816 -$3,238,520 VTI, IEF, VEU, ITOT, SCHF 13F-HR 14 May 2025, 13:52
Q4 2024 16 $219,008,297 +$7,345,727 -$1,656,705 +$5,689,022 VTI, IEF, VEU, ITOT, SCHB 13F-HR 15 Jan 2025, 16:52
Q3 2024 15 $220,616,450 +$1,683,884 -$3,018,890 -$1,335,006 VTI, IEF, VEU, ITOT, SCHF 13F-HR 14 Nov 2024, 11:05
Q2 2024 15 $209,944,562 +$5,738,939 -$4,861,344 +$877,595 VTI, IEF, VEU, ITOT, SCHF 13F-HR 14 Aug 2024, 16:18
Q1 2024 13 $206,513,105 +$8,522,502 -$3,848,262 +$4,674,240 VTI, IEF, VEU, ITOT, SCHF 13F-HR 03 May 2024, 14:10
Q4 2023 7 $191,662,017 +$6,747,299 -$607,399 +$6,139,900 VTI, IEF, VEU, ITOT, SCHF 13F-HR 29 Jan 2024, 16:07
Q3 2023 9 $170,024,638 +$1,889,687 -$213,270 +$1,676,417 VTI, IEF, VEU, ITOT, SCHF 13F-HR 13 Oct 2023, 11:02
Q2 2023 7 $175,789,859 +$1,743,785 -$34,540 +$1,709,245 VTI, IEF, VEU, ITOT, SCHF 13F-HR 09 Aug 2023, 12:40
Q1 2023 7 $168,077,865 +$5,481,982 -$1,100,558 +$4,381,424 VTI, IEF, VEU, ITOT, SCHF 13F-HR 10 May 2023, 17:05
Q4 2022 7 $154,980,830 $0 -$11,942,954 -$11,942,954 VTI, IEF, VEU, ITOT, SCHF 13F-HR 31 Jan 2023, 16:21
Q3 2022 9 $159,644,000 +$5,313,915 -$4,387,145 +$926,770 VTI, IEF, VEU, ITOT, SCHF 13F-HR 10 Nov 2022, 14:24
Q2 2022 10 $168,533,000 +$6,508,450 -$5,241,343 +$1,267,107 VTI, IEF, VEU, ITOT, SCHF 13F-HR 11 Aug 2022, 14:35
Q1 2022 10 $190,130,000 +$3,748,825 -$2,504,702 +$1,244,123 VTI, IEF, VEU, SCHF, IEI 13F-HR 12 May 2022, 13:24
Q4 2021 10 $202,657,000 +$263,783 -$29,657,704 -$29,393,921 VTI, IEF, VEU, IEI, SCHF 13F-HR 08 Feb 2022, 11:57
Q3 2021 10 $221,823,000 +$6,713,380 -$390,326 +$6,323,054 VTI, IEF, VEU, IEI, SCHF 13F-HR 02 Nov 2021, 18:21
Q2 2021 10 $216,619,000 +$4,026,487 -$2,819,269 +$1,207,218 VTI, IEF, VEU, SCHF, IEI 13F-HR 21 Jul 2021, 20:13
Q1 2021 10 $204,267,000 +$5,916,539 -$4,952,498 +$964,041 VTI, IEF, VEU, SCHF, IEI 13F-HR 05 May 2021, 20:38
Q4 2020 10 $200,381,000 +$3,413,668 -$4,258,078 -$844,410 VTI, IEF, VEU, SCHF, IEI 13F-HR 29 Jan 2021, 10:45
Q3 2020 10 $186,224,000 +$4,246,465 -$3,952,426 +$294,039 VTI, IEF, VEU, SCHF, IEI 13F-HR 09 Nov 2020, 11:59
Q2 2020 10 $176,937,000 +$7,319,627 -$7,174,681 +$144,946 VTI, IEF, VEU, SCHF, IEI 13F-HR 11 Aug 2020, 08:14
Q1 2020 9 $157,115,000 +$17,969,453 -$3,395,341 +$14,574,112 VTI, IEF, VEU, IEI, SCHB 13F-HR 14 May 2020, 09:05
Q4 2019 8 $157,652,000 $0 $0 $0 VTI, IEF, VEU, IEI, TLH 13F-HR 06 Feb 2020, 15:15