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Vanguard 500 Index - Adm shares owned by Partners Capital Investment Group

Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by Partners Capital Investment Group from 13F filings

Historical chart of Partners Capital Investment Group investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm held by Partners Capital Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard 500 Index - Adm by Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $20M 46k 439.99
2023-09-30 $9.4M 24k 395.58
2023-06-30 $10M 25k 410.55

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Value ETF Value Etf (VTV)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Ssga Active Etf Tr blkstn gsosrln (SRLN)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
Vanguard Mun Bd Fd In mutual (VWSUX)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)

View all positions for Partners Capital Investment Group

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
Neville Rodie & Shaw
Riverbrige Partners
Moody Lynn & Co/
Wintrust Financial Corporation
Carret Asset Management
Carderock Capital Management
Northstar Asset Management

View all funds holding Vanguard 500 Index - Adm