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Vanguard 500 Index - Adm shares owned by ORG Partners

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

Historical chart of ORG Partners investment in Vanguard 500 Index - Adm

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

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Quarterly reported holdings in Vanguard 500 Index - Adm by ORG Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $420k 829 506.92
2023-12-31 $319k 722 441.91
2023-09-30 $286k 721 397.00

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Ft Rising Dividend Uit Exchange Traded (RDVY)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Invsc S P Internationl Uit Exchange Traded (IDMO)
Nvidia Corp Common Stock (NVDA)
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)
Berkshire Hathaway Common Stock (BRK.B)
Gilead Sciences Common Stock (GILD)
Ishs Us Eqty Factr Uit Exchange Traded (DYNF)
Wisdomtree Floating Rate Uit Exchange Traded (USFR)
Schwab Us Dividend Uit Exchange Traded (SCHD)
Amazon.com Common Stock (AMZN)
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)

View all positions for ORG Partners

Top funds holding Vanguard 500 Index - Adm

First Merchants Bank, National Association
Fulton Bank, NA
Arvest Trust
Hemenway Trust Company
North Star Asset Management
Resources Management Corp
Ferguson Wellman Capital Management
Front Street Capital Management
Wintrust Financial Corporation
Williams Jones Wealth Management
Vermillion Wealth Management
Riverbrige Partners
Neville Rodie & Shaw
Moody Lynn & Co/
Northstar Asset Management

View all funds holding Vanguard 500 Index - Adm