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Vanguard Admiral Fds Inc equity shares owned by CWM

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc equity (IVOV) shares owned by CWM from 13F filings

Historical chart of CWM investment in Vanguard Admiral Fds Inc equity

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc equity held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc equity by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 200 100.00
2025-06-30 $42k 438 95.89
2025-03-31 $40k 438 91.32
2024-12-31 $42k 438 95.89
2022-12-31 $19k 124 153.23
2022-06-30 $177k 1.2k 144.73
2022-03-31 $342k 2.0k 167.65
2021-12-31 $344k 2.0k 168.63
2019-09-30 $128k 1.0k 123.79
2018-12-31 $7.0k 69 101.45

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Vanguard Admiral Fds Inc equity

Vantagepoint Investment Advisers
Mariner Wealth Advisors
Rockland Trust
Morgan Stanley
Raymond James Financial
Octavia Wealth Advisors
Stordahl Capital Management
Nelson, Van Denburg & Campbell Wealth Management
Aberdeen Wealth Management
LPL Financial
Lutz Financial Services
UBS Group
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
HighTower Advisors

View all funds holding Vanguard Admiral Fds Inc equity