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Vanguard 500 Index - Adm shares owned by PSI Advisors

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

Historical chart of PSI Advisors investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm held by PSI 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 PSI Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 406 518.68
2024-03-31 $12k 24 490.92
2023-12-31 $167k 381 439.16
2023-09-30 $150k 380 395.88
2023-06-30 $156k 380 410.86

More positions owned by PSI Advisors

Spdr Portfolio MF Closed and MF Open (SPLG)
Invesco Qqq MF Closed and MF Open (QQQ)
Jp Morgan MF Closed and MF Open (JEPQ)
First Trust MF Closed and MF Open (KNG)
Pacer Us MF Closed and MF Open (COWZ)
First Trust MF Closed and MF Open (BUFR)
Ishares Core MF Closed and MF Open (DGRO)
Spdr Portfolio MF Closed and MF Open (SPMD)
Pacer U S MF Closed and MF Open (CALF)
Apple Common Stock (AAPL)
Spdr Portfolio MF Closed and MF Open (SPSM)
First Trust MF Closed and MF Open (SDVY)
Ishares 1-3yr MF Closed and MF Open (SHY)
Ishares Ibonds MF Closed and MF Open (IBTF)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for PSI Advisors

Top funds holding Vanguard 500 Index - Adm

First Merchants Bank, National Association
Fulton Bank, NA
Partners Capital Investment Group
Arvest Trust
Fifth Third Wealth Advisors
Garde Capital
Hemenway Trust Company
Ferguson Wellman Capital Management
North Star Asset Management
Wintrust Financial Corporation
Williams Jones Wealth Management
Riverbrige Partners
Neville Rodie & Shaw
RiverFront Investment Group
Northstar Asset Management

View all funds holding Vanguard 500 Index - Adm