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iShares S&P 500 Index shares owned by Vermillion Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vermillion Wealth Management from 13F filings

Historical chart of Vermillion Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Vermillion Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Vermillion Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $321k 480 669.42
2025-06-30 $276k 445 620.42
2025-03-31 $249k 442 562.27
2024-12-31 $271k 460 588.60

More positions owned by Vermillion Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Short-term Bond Index Schwab Mutl Funds (SWSBX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard World Inf Tech Etf (VGT)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dfa Us Large Company I Equity Funds (DFUSX)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-exempt Bond Index Admiral Bond Funds (VTEAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Schwab S&p 500 Index Schwab Mutl Funds (SWPPX)

View all positions for Vermillion Wealth Management

Top funds holding iShares S&P 500 Index

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Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index