Data as of Q4 2025 (Dec 31, 2025)

VANTAGEPOINT INVESTMENT ADVISERS LLC

•CIK: 1087912•Filing: Q4 2025

VantagePoint Investment Advisers LLC, led by the seasoned team of John C. Bogle and Robert C. Jones, manages $12.4 billion with a focus on low-cost, diversified equity and bond ETFs, prominently holding SCHG, QQQM, and VUG. Recently, the fund cut its SPYD position by 21%, reflecting a strategic shift away from dividend-focused ETFs amid rising interest rates.

Total AUM
$12.4B
QoQ Performance
+1.4%
Positions
9
Top 10 Concentration
35.7%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHG4.5%
QQQM4.4%
VUG4.3%
SPYG3.8%
AGG3.7%
VGT3.4%
IEFA3.2%
MGK2.9%

📈 Biggest Buys

SCHG
SCHWAB STRATEGIC TR
+6.5%
4.5% of portfolio
IEFA
ISHARES INC
+6.6%
3.2% of portfolio
MGK
VANGUARD
+4.9%
2.9% of portfolio
FELG
FIDELITY COVINGTON TR
+4.9%
2.9% of portfolio
VGT
VANGUARD
+4.2%
3.4% of portfolio

📉 Biggest Sells

SPYD
SPDR SERIES TRUST
-20.0%
1.2% of portfolio
SPMO
INVESCO EXCH TRADED FD TR II
-6.3%
2.4% of portfolio
VTV
VANGUARD
-7.1%
1.7% of portfolio
XMMO
INVESCO EXCHANGE TRADED FD T
-9.2%
1.2% of portfolio
MGV
VANGUARD
-9.3%
0.9% of portfolio

Sector Breakdown

Other98.4%
ETF1.6%

Changes from Q3 2025

↑21 increased
↓24 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHG4.5%
SCHWAB STRATEGIC TR
$556.7M
QQQM4.4%
INVESCO EXCH TRADED FD TR II
$540.4M
VUG4.3%
VANGUARD
$530.7M
SPYG3.8%
SPDR SERIES TRUST
$473.8M
AGG3.7%
ISHARES INC
$458.7M

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