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Vanguard Instl Index shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $32M 428k 75.43
2025-09-30 $16M 207k 75.61
2025-06-30 $10M 138k 75.55
2025-03-31 $660k 8.8k 75.44

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth Advisors

Top funds holding Vanguard Instl Index

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

View all funds holding Vanguard Instl Index