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Vanderpol Investments L.L.C.
VanderPol Investments L.L.C. is a registered investment adviser based in Caledonia, Michigan. The firm provides investment management and advisory services, focusing on publicly traded securities. It is registered with the SEC and serves both individuals and institutional clients. Details on exact employee count and specific founding year are not disclosed in public records; however, the firm is active and files regular SEC reports.
Investment Strategy
VanderPol Investments L.L.C. manages a diversified portfolio of public equities. The firm emphasizes a disciplined, research-based investment process and typically employs both fundamental analysis and portfolio diversification across sectors. The aim is to deliver consistent long-term growth for clients by identifying value and managing risk within its holdings.
Latest 13F Filing Activity
Vanderpol Investments L.L.C. filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $48M. The fund increased holdings in Schwab Strategic TR, SPDR Series Trust, SPDR Series Trust among other positions. Vanderpol Investments L.L.C. reduced exposure to SPDR S&P 500 Etf TR, Vanguard Charlotte FDS, Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 13.89% | $6.6M | 270,486 | $20.91 | $24.44 | +$999.0K |
S SPY | SPDR S&P 500 ETF TR | 8.83% | $4.2M | 6,800 | $565.64 | $617.85 | -$3.5M |
S SCHP | SCHWAB STRATEGIC TR | 7.08% | $3.4M | 126,366 | $26.61 | $26.68 | +$2.6M |
S SCHZ | SCHWAB STRATEGIC TR | 5.48% | $2.6M | 112,247 | $23.43 | $23.24 | -$1.2M |
B BCD | ABRDN ETFS | 5.23% | $2.5M | 75,137 | $31.65 | $33.15 | -$139.8K |
Industry Allocation
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