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Vanguard Admiral Fds Inc cmn shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Vanguard Admiral Fds Inc cmn

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All positions including Vanguard Admiral Fds Inc cmn held by Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 47k 103.01
2023-12-31 $3.7M 39k 93.97
2023-09-30 $3.2M 38k 84.53
2023-06-30 $3.5M 40k 88.56
2023-03-31 $4.3M 51k 84.68
2022-12-31 $4.1M 25k 163.57
2022-09-30 $3.8M 26k 148.58
2022-06-30 $4.0M 26k 153.13
2022-03-31 $4.7M 26k 181.83
2021-12-31 $4.6M 24k 191.51
2021-09-30 $4.3M 24k 178.12
2021-06-30 $4.4M 24k 182.00
2021-03-31 $4.3M 25k 176.43
2020-12-31 $3.6M 23k 155.57
2020-09-30 $2.7M 22k 125.56
2020-06-30 $2.7M 22k 120.25
2020-03-31 $1.6M 17k 91.83
2019-12-31 $2.2M 16k 138.92
2019-09-30 $2.1M 16k 130.53
2019-06-30 $2.2M 17k 131.59
2019-03-31 $2.1M 16k 129.65
2018-12-31 $1.9M 17k 111.88
2018-09-30 $2.2M 16k 134.94
2018-06-30 $2.1M 16k 131.57
2018-03-31 $2.0M 16k 124.82
2017-12-31 $1.9M 15k 130.21
2017-09-30 $1.9M 16k 120.80
2017-06-30 $1.9M 16k 120.74
2017-03-31 $1.8M 16k 113.14
2016-12-31 $1.8M 16k 113.29
2016-09-30 $1.7M 16k 102.32
2016-06-30 $1.8M 17k 103.83
2016-03-31 $1.7M 17k 97.53
2015-12-31 $1.5M 17k 85.44
2015-09-30 $1.6M 17k 94.42
2015-06-30 $2.0M 20k 101.83
2015-03-31 $2.0M 20k 102.92
2014-12-31 $2.2M 23k 95.82
2014-09-30 $2.6M 29k 88.32
2014-06-30 $2.9M 30k 95.37
2014-03-31 $2.8M 30k 90.96
2013-12-31 $2.6M 30k 89.39
2013-09-30 $2.6M 31k 84.74
2013-06-30 $2.6M 31k 82.07
2012-09-30 $1.8M 27k 66.12
2012-06-30 $1.6M 26k 62.93
2012-03-31 $1.2M 18k 66.40
2011-09-30 $718k 14k 52.80
2011-06-30 $730k 11k 65.45

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Vanguard Admiral Fds Inc cmn

Bank of America Corporation
Lockheed Martin Investment Management Company
UBS Group
Gratus Capital
Soltis Investment Advisors
WNY Asset Management
Wells Fargo & Company
Raymond James & Associates
Royal Bank of Canada
Bridgeworth
Commonwealth Equity Services
Old National Trust Company
Advisor Group Holdings
Pathstone Holdings
D.A. Davidson & Co.

View all funds holding Vanguard Admiral Fds Inc cmn