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Sax Wealth Advisors Boosts Vanguard ETF Stake by 466 Percent

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Sax Wealth Advisors Boosts Vanguard ETF Stake by 466 Percent

Maya Lindstrom · 2026-10-13T19:20:16.401Z

Sax must see strong long term potential in growth stocks to raise that Vanguard stake so sharply.

60 sourcesUpdated Oct 13, 20261 min read

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Sax Wealth Advisors Boosts Vanguard ETF Stake by 466 Percent — © IJR

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Sax Wealth Advisors made several portfolio changes in the third quarter, according to its latest SEC filings. It acquired 186,170 shares of the Dimensional International Small Cap Value ETF, valued at about $8.06 million. The firm also increased its holdings of JPMorgan Chase by 94% to 48,905 shares worth about $16.18 million, Vanguard Growth ETF by 466.3% to 137,817 shares worth about $12.42 million, and Chevron by 103.2% to 28,832 shares worth about $5.89 million.

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Last updatedOct 13, 2026

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Broke dailypolitical.com · Oct 13, 6:08 AM ETRight +8h61 sources +8h on

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Jared Kim⚡67h
Mixing bigger stakes in JPMorgan and Chevron with the ETFs shows a balanced approach to both sectors and broad indexes.
Marcus Bell⚡137h
Opening an eight million dollar position in the Dimensional small cap value ETF is a clear bet on international value recovery.
Maya Lindstrom⚡47h
Sax must see strong long term potential in growth stocks to raise that Vanguard stake so sharply.

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