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Vanguard 500 Index - Adm shares owned by Garton & Associates Financial Advisors

Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by Garton & Associates Financial Advisors from 13F filings

Historical chart of Garton & Associates Financial Advisors investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm held by Garton & Associates Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard 500 Index - Adm by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $178k 281 631.52

More positions owned by Garton & Associates Financial Advisors

Schwab Prime Advantage Money Investor SWVXX (SWVXX)
Apple Aapl (AAPL)
Broadcom Avgo (AVGO)
Fidelity Blue Chip Growth FBGRX (FBGRX)
Amazoncom Amzn (AMZN)
Pnc Finl Services PNC (PNC)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class Class A Googl (GOOGL)
Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
Fullerthaler Behavioral Smcp Grinstl FTXSX (FTXSX)
American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

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
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
Kohmann Bosshard Financial Services

View all funds holding Vanguard 500 Index - Adm