WEBSTERROGERS FINANCIAL ADVISORS, LLC

Growth funds won the quarter at WebsterRogers Financial Advisors, whose $390.4 million Q2 2026 book is 81% ETFs — a diversified factor-tilt allocation built from Vanguard, Dimensional and Avantis funds rather than single-name stock bets. The quarter's dominant move is unmistakable: Vanguard's Growth ETF (VUG) saw its share count jump 535%, a $30.2 million inflow that alone exceeds every other position change in the book combined, while Vanguard's S&P 500 Growth fund (VOOG) rose 500% in shares for a further $1.7 million. That's a decisive tilt toward growth-style equity. The funding source looks like Dimensional's US High Profitability fund (DUHP), cut 22.4% for a $4.0 million reduction — the book's largest outflow — alongside a 7.1% trim to Avantis Emerging Markets (AVEM, -$1.35 million) and an 11.5% reduction in Vanguard's municipal bond ETF (VTEB, -$1.1 million). New money also flowed into a 20+ year Treasury ETF (TLT, $986,916) and a fresh, atypical single-stock stake in Caterpillar ($777,377), while Avantis International Small Cap Value, a John Hancock dividend closed-end fund, and Johnson & Johnson were all closed out entirely.