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Vanguard 500 Index - Adm shares owned by Financial Gravity Companies

Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by Financial Gravity Companies from 13F filings

Historical chart of Financial Gravity Companies investment in Vanguard 500 Index - Adm

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard 500 Index - Adm by Financial Gravity Companies

Quarter filed Position value Share count Share price at filing
2025-06-30 $102k 178 571.74
2024-12-31 $174k 320 543.24
2024-09-30 $144k 270 531.59

More positions owned by Financial Gravity Companies

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Series Trust Uit Exchange Traded (SPIB)
Spdr Series Trust Uit Exchange Traded (SPSM)
Spdr Series Trust Uit Exchange Traded (SPMD)
Spdr Series Trust Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Series Trust Uit Exchange Traded (SPYD)
Spdr Series Trust Uit Exchange Traded (SPBO)
Spdr Series Trust Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Companies

Top funds holding Vanguard 500 Index - Adm

First Merchants Bank, National Association
Fulton Bank, NA
Arvest Trust
Hemenway Trust Company
North Star Asset Management
Resources Management Corp
Front Street Capital Management
Ferguson Wellman Capital Management
Wintrust Financial Corporation
Williams Jones Wealth Management
Vermillion Wealth Management
Riverbrige Partners
Neville Rodie & Shaw
Moody Lynn & Co/
Northstar Asset Management

View all funds holding Vanguard 500 Index - Adm