13F Filings History of Shotwell Rutter Baer Inc

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$166,547,974
Signature - Title
Aryn Sands - Agent
Location
Lansing, MI
Summary
This page shows a list of all the recent 13F filings made by Shotwell Rutter Baer Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shotwell Rutter Baer Inc reported 39 stock holdings with total value $166,547,974 as of Q4 2025. Top holdings included VTI, AVLV, DFGX, VCIT, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $166,547,974 +$8,383,264 -$1,617,010 +$6,766,254 VTI, AVLV, DFGX, VCIT, AVUV 13F-HR 12 Jan 2026, 10:23
Q3 2025 37 $154,994,485 +$2,309,922 -$1,196,561 +$1,113,361 VTI, AVLV, DFGX, VCIT, VEA 13F-HR 09 Oct 2025, 21:23
Q2 2025 37 $147,203,150 +$17,704,489 -$183,121 +$17,521,368 VTI, AVLV, DFGX, VCIT, VEA 13F-HR 07 Jul 2025, 16:42
Q1 2025 33 $113,353,676 +$1,055,510 -$404,873 +$650,637 VTI, AVLV, VCIT, VGIT, VEA 13F-HR 08 Apr 2025, 21:37
Q4 2024 34 $118,684,475 +$2,167,582 -$762,174 +$1,405,408 VTI, AVLV, VCIT, AVUV, VEA 13F-HR 13 Jan 2025, 21:13
Q3 2024 34 $121,628,684 +$3,808,693 -$139,335 +$3,669,358 VTI, AVLV, VCIT, AVUV, VEA 13F-HR 07 Oct 2024, 16:10
Q2 2024 33 $112,806,479 +$64,171,923 -$449,906 +$63,722,017 VTI, AVLV, VCIT, AVUV, VEA 13F-HR 10 Jul 2024, 20:19
Q1 2024 18 $49,322,931 +$481,922 -$59,529,788 -$59,047,866 AVLV, AVUV, AVEM, DISV, DFIV 13F-HR 10 Apr 2024, 12:56
Q4 2023 34 $104,834,583 $0 $0 $0 VTI, AVLV, AVUV, VEA, VGIT 13F-HR 17 Jan 2024, 19:37