Phillips Financial Management »

Vanguard Admiral Fds Inc equity shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Admiral Fds Inc equity by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 14k 90.80
2023-12-31 $1.2M 14k 87.18
2023-09-30 $1.1M 14k 77.91
2023-06-30 $1.1M 13k 82.32
2023-03-31 $1.5M 19k 78.66
2022-12-31 $1.5M 9.5k 153.42
2022-09-30 $1.2M 8.8k 138.75
2022-03-31 $1.5M 8.8k 167.50

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 equity

Mariner Wealth Advisors
Rockland Trust
Bank of America Corporation
Stordahl Capital Management
Octavia Wealth Advisors
Raymond James Financial Services Advisors
Lutz Financial Services
Aberdeen Wealth Management
Wells Fargo & Company
UBS Group
Wealth Enhancement Advisory Services
Kestra Advisory Services
Raymond James & Associates
Savant Capital Management
Harbour Investments

View all funds holding Vanguard Admiral Fds Inc equity