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Vanguard Admiral Fds Inc cmn shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (IVOO) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management 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 Centricity Wealth Management 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 Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $316k 3.0k 104.98
2025-03-31 $297k 3.0k 98.70
2024-12-31 $344k 3.3k 105.50

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Ishares Trcore Div Grwth Etf (DGRO)
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Ishares Tribonds Dec2026 Etf (IBDR)
Vanguard Index Fdstotal Stk Mkt Etf (VTI)
Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding Vanguard Admiral Fds Inc cmn

Goldman Sachs Group
Morgan Stanley
UBS Group
Hantz Financial Services
Lockheed Martin Investment Management Company
Northwestern Mutual Wealth Management Company
Starr Indemnity & Liability
Raymond James Financial
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
C. V. Starr & Co
Royal Bank of Canada
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding Vanguard Admiral Fds Inc cmn