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Vanguard Balanced Index Ptf Admiral shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Vanguard Balanced Index Ptf Admiral (VBIAX) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management investment in Vanguard Balanced Index Ptf Admiral

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Balanced Index Ptf Admiral held by Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Balanced Index Ptf Admiral by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $90k 1.7k 52.45

More positions owned by Wall Street Access Asset Management

iShares S&P 500 Index (IVV)
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Invesco S&p 500 Equal Weight Etf (RSP)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Facebook Inc cl a (META)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
American Growth Fund Of America Class F2 Mutual Fund (GFFFX)
Dimensional Etf Trust (DFAS)
American Capital Income Builder Fund Class F2 Mutual Fund (CAIFX)
Vanguard Index Fds Vanguard Value Etf Common Stock (VTV)

View all positions for Wall Street Access Asset Management

Top funds holding Vanguard Balanced Index Ptf Admiral

Oakworth Capital
First Merchants Bank, National Association
Williams Jones Wealth Management
Hurley Capital
Wall Street Access Asset Management
Vermillion Wealth Management

View all funds holding Vanguard Balanced Index Ptf Admiral