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Vanguard 500 Index - Adm shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management investment in Vanguard 500 Index - Adm

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

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Quarterly reported holdings in Vanguard 500 Index - Adm by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 389 616.97
2025-06-30 $222k 388 572.16
2025-03-31 $446k 862 517.40

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United States Treas Bills Tsrys60859
Microsoft Corp MSFT (MSFT)
Broadcom Avgo (AVGO)
Schwab Value Advantage Money Inv SWVXX (SWVXX)
Apple Aapl (AAPL)
Spdr Series Trust Portfolio S&p500 SPLG (SPLG)
Vanguard Index Fds S&p 500 Etf Voo (VOO)
Kla Corp Klac (KLAC)
Schwab Charles Famil Muni Money 0 (SWOXX)
Ishares Tr Core S&p500 Etf Ivv (IVV)
Ishares Tr S&p 100 Etf Oef (OEF)
Costco Whsl Corp Cost (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf QQQM (QQQM)
Mastercard Incorporated Cl A Ma (MA)
Ishares Tr Core Div Grwth Dgro (DGRO)

View all positions for Jackson Wealth Management

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