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Vanguard Admiral Fds Inc cmn shares owned by Valpey Financial Services

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

Historical chart of Valpey Financial Services 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 Valpey Financial Services 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 Valpey Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 20k 110.38
2025-06-30 $2.2M 21k 104.98

More positions owned by Valpey Financial Services

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Valpey Financial Services

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