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Atlas Wealth »

Vanguard 500 Index - Adm shares owned by Atlas Wealth

Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by Atlas Wealth from 13F filings

Historical chart of Atlas Wealth investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm held by Atlas Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard 500 Index - Adm by Atlas Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$1.3B	2.5k	510944.71
2023-09-30	$920M	2.3k	395650.90
2023-06-30	$975M	2.3k	420439.22
2023-03-31	$882M	2.3k	379020.63

More positions owned by Atlas Wealth

Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)

Adams Diversified Equity Closed End Funds - Taxable (ADX)

Central Secs Corporation Closed End Funds - Taxable (CET)

U.s. Bancorp Pfd B Preferred Stock (USB.PH)

Blackstone Strategic Cred 2027 Com Shs Ben In Closed End Funds - Taxable (BGB)

Miller Howard High Inc Eqty Fd Com Shs Ben In Closed End Funds - Taxable (HIE)

Apple Incorporated Common Stock (AAPL)

General Amern Invs Company Incorporated Closed End Funds - Taxable (GAM)

Bank Of America Corporation Pfd 1/1200ser2 Preferred Stock (BML.PH)

Procter And Gamble Company Common Stock (PG)

Microsoft Corporation Common Stock (MSFT)

Pioneer Mun High Income Opport Closed End Investment Co. Non Tax Dividend (MIO)

Blackrock Cap Allocation Term Closed End Funds - Taxable (BCAT)

Nuveen Preferred & Income Term Closed End Funds - Taxable (JPI)

Ecofin Sustainable And Social Com Sh Ben Int Closed End Funds - Taxable (TEAF)

View all positions for Atlas Wealth

Top funds holding Vanguard 500 Index - Adm

First Merchants Bank, National Association

Fulton Bank, NA

Partners Capital Investment Group

Silvercrest Asset Management Group

Arvest Trust Co N A

Hemenway Trust Company

North Star Asset Management

Ferguson Wellman Capital Management

Wintrust Financial Corporation

Williams Jones Wealth Management

Riverbrige Partners

Neville Rodie & Shaw

Northstar Asset Management

View all funds holding Vanguard 500 Index - Adm

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