Blue Trust 13F Holdings & Latest Moves

13F filer · Latest filing Oct 15, 2026

Latest 13F moves (filed Oct 15, 2026): 1 new position, 32 added, 16 reduced, 2 sold out. Largest change by value: added $IEF ($694.05M held).

New positions
1
Added / reduced
32 / 16
Sold out
2

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IEF Added +532.09K (+7.35%) 7.77M $694.05M Read
$QUAL Added +185K (+6.83%) 2.89M $643.38M Read
$IPAC Added +458K (+7.66%) 6.44M $547.72M Read
$VBND Added +292.52K (+2.69%) 11.18M $464.40M —
$VGK Added +160.55K (+4.68%) 3.59M $311.56M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUSE Reduced -247.52K (-3.15%) 7.60M $551.27M —
$JMOM Reduced -271.19K (-5.64%) 4.54M $378.42M —
$MTUM Reduced -293.68K (-20.83%) 1.12M $354.15M Read
$IUSG Reduced -84.88K (-4.49%) 1.80M $349.44M —
$VOO Reduced -11.29K (-3.76%) 288.89K $202.47M —

New position in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ESUM New +112.91K 112.91K $3.42M Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$IEF Added +532.09K (+7.35%) 7.77M $694.05M Read
$QUAL Added +185K (+6.83%) 2.89M $643.38M Read
$IPAC Added +458K (+7.66%) 6.44M $547.72M Read
$VBND Added +292.52K (+2.69%) 11.18M $464.40M —
$VGK Added +160.55K (+4.68%) 3.59M $311.56M —
$AGG Added +95.74K (+3.96%) 2.51M $237.76M —
$VUSB Added +116.60K (+7.48%) 1.68M $83M —
$MSFT Added +3.98K (+3.54%) 116.47K $59.74M —
$SGOV Added +405.57K (+472.96%) 491.32K $49.47M Read
$PAAA Added +204.12K (+45.20%) 655.75K $33.63M —
$IUSB Added +163.38K (+29.29%) 721.12K $31.79M —
$XSVN Added +147.70K (+30.06%) 638.99K $28.52M —
$SPY Added +16.58K (+185.28%) 25.54K $19.47M —
$SCHX Added +504.31K (+2382.75%) 525.47K $15.76M —
$ACWX Added +92.68K (+101.73%) 183.78K $13.90M —
$IEFA Added +92.50K (+268.38%) 126.96K $12.30M —
$IWV Added +27.74K (+8458.23%) 28.07K $12.12M —
$VV Added +30.60K (+2911.70%) 31.65K $11.14M —
$CORO Added +121.24K (+84.61%) 264.52K $9.62M —
$XLK Added +37.55K (+607.62%) 43.72K $8.56M —
$EEM Added +71.15K (+126.75%) 127.28K $8.50M —
$IWN Added +21.84K (+234.40%) 31.15K $6.52M —
$IWO Added +10.83K (+148.77%) 18.10K $6.46M —
$IWM Added +15.87K (+424.36%) 19.61K $5.45M —
$IAGG Added +107.25K (+3609.90%) 110.22K $5.42M —
$SPCX Added +17.11K (+104.39%) 33.50K $5.05M —
$SCHM Added +146.03K (+16334%) 146.92K $5M —
$SCHF Added +151.82K (+962.15%) 167.60K $4.60M —
$PTL Added +15.37K (+7498.54%) 15.58K $4.24M —
$COWZ Added +55.38K (+3221.47%) 57.10K $3.81M —
$IWR Added +18.25K (+166.61%) 29.20K $3.12M —
$VTEB Added +51.47K (+3768.23%) 52.84K $2.50M —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VUSE Reduced -247.52K (-3.15%) 7.60M $551.27M —
$JMOM Reduced -271.19K (-5.64%) 4.54M $378.42M —
$MTUM Reduced -293.68K (-20.83%) 1.12M $354.15M Read
$IUSG Reduced -84.88K (-4.49%) 1.80M $349.44M —
$VOO Reduced -11.29K (-3.76%) 288.89K $202.47M —
$IEMG Reduced -111.46K (-5.39%) 1.96M $158.94M —
$MBB Reduced -61.76K (-6.39%) 904.46K $81.06M —
$IVV Reduced -2.31K (-2.70%) 83.19K $63.71M —
$VXF Reduced -16.47K (-7.83%) 193.93K $44.92M —
$NVDA Reduced -12.02K (-6.30%) 178.72K $40.82M —
$GOOGL Reduced -5.29K (-8.76%) 55.11K $18.96M —
$IAUM Reduced -1.20M (-76.10%) 378.38K $15.67M Read
$BRK.B Reduced -5.30K (-19.12%) 22.41K $11.16M —
$AVGO Reduced -7.46K (-23.45%) 24.36K $8.56M —
$META Reduced -2.32K (-18.24%) 10.42K $7.55M —
$EFG Reduced -14.83K (-22.50%) 51.08K $6.12M —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$FLKR Sold out -131.25K — — Read
$BRK.A Sold out -5 — — Read

All tracked 13F moves by Blue Trust

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VXF Reduced -16.47K (-7.83%) 193.93K $44.92M —
$VUSE Reduced -247.52K (-3.15%) 7.60M $551.27M —
$VOO Reduced -11.29K (-3.76%) 288.89K $202.47M —
$NVDA Reduced -12.02K (-6.30%) 178.72K $40.82M —
$JMOM Reduced -271.19K (-5.64%) 4.54M $378.42M —
$IUSG Reduced -84.88K (-4.49%) 1.80M $349.44M —
$MBB Reduced -61.76K (-6.39%) 904.46K $81.06M —
$IVV Reduced -2.31K (-2.70%) 83.19K $63.71M —
$IEMG Reduced -111.46K (-5.39%) 1.96M $158.94M —
$GOOGL Reduced -5.29K (-8.76%) 55.11K $18.96M —
$ESUM New +112.91K 112.91K $3.42M Read
$MTUM Reduced -293.68K (-20.83%) 1.12M $354.15M Read
$META Reduced -2.32K (-18.24%) 10.42K $7.55M —
$IAUM Reduced -1.20M (-76.10%) 378.38K $15.67M Read
$FLKR Sold out -131.25K — — Read
$EFG Reduced -14.83K (-22.50%) 51.08K $6.12M —
$AVGO Reduced -7.46K (-23.45%) 24.36K $8.56M —
$BRK.B Reduced -5.30K (-19.12%) 22.41K $11.16M —
$BRK.A Sold out -5 — — Read
$XSVN Added +147.70K (+30.06%) 638.99K $28.52M —
$VV Added +30.60K (+2911.70%) 31.65K $11.14M —
$VUSB Added +116.60K (+7.48%) 1.68M $83M —
$VTEB Added +51.47K (+3768.23%) 52.84K $2.50M —
$VGK Added +160.55K (+4.68%) 3.59M $311.56M —
$VBND Added +292.52K (+2.69%) 11.18M $464.40M —
$XLK Added +37.55K (+607.62%) 43.72K $8.56M —
$SPY Added +16.58K (+185.28%) 25.54K $19.47M —
$SPCX Added +17.11K (+104.39%) 33.50K $5.05M —
$SGOV Added +405.57K (+472.96%) 491.32K $49.47M Read
$SCHX Added +504.31K (+2382.75%) 525.47K $15.76M —
$SCHM Added +146.03K (+16334%) 146.92K $5M —
$SCHF Added +151.82K (+962.15%) 167.60K $4.60M —
$QUAL Added +185K (+6.83%) 2.89M $643.38M Read
$PTL Added +15.37K (+7498.54%) 15.58K $4.24M —
$PAAA Added +204.12K (+45.20%) 655.75K $33.63M —
$MSFT Added +3.98K (+3.54%) 116.47K $59.74M —
$IWV Added +27.74K (+8458.23%) 28.07K $12.12M —
$IWR Added +18.25K (+166.61%) 29.20K $3.12M —
$IWO Added +10.83K (+148.77%) 18.10K $6.46M —
$IWN Added +21.84K (+234.40%) 31.15K $6.52M —
$IUSB Added +163.38K (+29.29%) 721.12K $31.79M —
$IWM Added +15.87K (+424.36%) 19.61K $5.45M —
$EEM Added +71.15K (+126.75%) 127.28K $8.50M —
$IEF Added +532.09K (+7.35%) 7.77M $694.05M Read
$IPAC Added +458K (+7.66%) 6.44M $547.72M Read
$IEFA Added +92.50K (+268.38%) 126.96K $12.30M —
$IAGG Added +107.25K (+3609.90%) 110.22K $5.42M —
$COWZ Added +55.38K (+3221.47%) 57.10K $3.81M —
$CORO Added +121.24K (+84.61%) 264.52K $9.62M —
$AGG Added +95.74K (+3.96%) 2.51M $237.76M —
$ACWX Added +92.68K (+101.73%) 183.78K $13.90M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Blue Trust holds or traded

Frequently asked questions

What did Blue Trust buy and sell in its latest 13F?

It opened or added to $IEF, $QUAL, $IPAC, $VBND and $VGK; it cut or exited $VUSE, $JMOM, $MTUM, $IUSG and $VOO.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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