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Vanguard 500 Index - Adm shares owned by Financial Gravity Wealth

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

Historical chart of Financial Gravity Wealth 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 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 Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $136k 269 503.96
2024-03-31 $124k 282 440.63
2023-12-31 $124k 282 440.63

More positions owned by Financial Gravity Wealth

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)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity 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
Arvest Trust Co N A
Hemenway Trust Company
Garde Capital
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