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Vanguard Instl Index shares owned by Catalyst Private Wealth

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Catalyst Private Wealth from 13F filings

Historical chart of Catalyst Private Wealth investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Catalyst Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Catalyst Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $663k 8.8k 75.43
2025-09-30 $778k 10k 75.62
2025-06-30 $671k 8.9k 75.55

More positions owned by Catalyst Private Wealth

Atlassian Corporation Cl A (TEAM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ssga Active Tr Spdr Bridgewater (ALLW)
Affirm Hldgs Com Cl A (AFRM)
Ishares Tr Core Msci Total (IXUS)
Doordash Cl A (DASH)
Meta Platforms Cl A (META)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)
Samsara Com Cl A (IOT)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Catalyst Private Wealth

Top funds holding Vanguard Instl Index

Evanson Asset Management
Nicholas Hoffman & Company
Oxbow Advisors
SCS Capital Management
Greenhaven Associates
Royal Bank of Canada
Armstrong Advisory Group
Bridgewealth Advisory Group
Bragg Financial Advisors
UBS Group
Branch Banking & Trust Company
Cypress Capital
EverSource Wealth Advisors
Pathway Financial Advisors
LPL Financial

View all funds holding Vanguard Instl Index