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Vanguard Admiral Fds Inc cmn shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (IVOG) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in Vanguard Admiral Fds Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc cmn held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc cmn by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $260k 2.3k 113.82
2025-06-30 $264k 2.3k 115.59
2025-03-31 $236k 2.3k 103.17

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View all positions for Balanced Wealth Group

Top funds holding Vanguard Admiral Fds Inc cmn

Vantagepoint Investment Advisers
Mariner Wealth Advisors
Raymond James Financial
Morgan Stanley
LPL Financial
Moneta Group Investment Advisors
Octavia Wealth Advisors
Stordahl Capital Management
LJI Wealth Management
UBS Group
Ameriprise Financial
Cetera Investment Advisers
Baird Financial
Kestra Advisory Services
Miracle Mile Advisors

View all funds holding Vanguard Admiral Fds Inc cmn