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Vanguard Instl Index shares owned by Ledgewood Wealth Advisors

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

Historical chart of Ledgewood Wealth Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index held by Ledgewood 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 Ledgewood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 22k 75.62

More positions owned by Ledgewood Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Middlesex Water Company (MSEX)
Provident Financial Services (PFS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)

View all positions for Ledgewood Wealth Advisors

Top funds holding Vanguard Instl Index

Oxbow Advisors
Evanson Asset Management
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Royal Bank of Canada
Bridgewealth Advisory Group
Bragg Financial Advisors
Branch Banking & Trust Company
Putnam Fl Investment Management
Greenhaven Associates
UBS Group
Cypress Capital
Nicholas Hoffman & Company
Tower Research Capital
Pathway Financial Advisors
Benjamin Edwards

View all funds holding Vanguard Instl Index