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Vanguard 500 Index - Adm shares owned by 1776 Wealth

Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by 1776 Wealth from 13F filings

Historical chart of 1776 Wealth investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm held by 1776 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard 500 Index - Adm by 1776 Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $307k 775 395.90

More positions owned by 1776 Wealth

Apple Incorporated Common (AAPL)
Amazon Com Incorporated Common (AMZN)
Adobe Incorporated Common (ADBE)
First Trust Etf Iv First Trust Enhanced Short Exchange Traded Funds (FTSM)
Microsoft Corporation Common (MSFT)
Abbott Labs Common (ABT)
First Trust Value Line Dividend Index Fund Exchange Traded Funds (FVD)
Palantir Technologies Incorporated Class A Common (PLTR)
Nvidia Corporation Common (NVDA)
Iq Ultra Short Duration Etf Exchange Traded Funds (ULTR)
Tjx Companies Incorporated Common (TJX)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Blackstone Incorporated Common (BX)
Ft Vest U.s. Equity Buffer Etf September Exchange Traded Funds (FSEP)
First Trust Institutional Preferred Securities And Exchange Traded Funds (FPEI)

View all positions for 1776 Wealth

Top funds holding Vanguard 500 Index - Adm

Fulton Bank, NA
Partners Capital Investment Group
Arvest Trust Co N A
Garde Capital
North Star Asset Management
Ferguson Wellman Capital Management
Fifth Third Wealth Advisors
Mot
Williams Jones Wealth Management
Neville Rodie & Shaw
Riverbrige Partners
Moody Lynn & Co/
Wintrust Financial Corporation
Carret Asset Management
Carderock Capital Management

View all funds holding Vanguard 500 Index - Adm