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Vanguard 500 Index - Adm shares owned by Redwood Wealth Management Group

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $498k 788 632.22
2025-09-30 $501k 812 617.54
2025-06-30 $819k 1.4k 572.69
2025-03-31 $738k 1.4k 517.73
2024-12-31 $775k 1.4k 545.10
2024-09-30 $762k 1.4k 531.67

More positions owned by Redwood Wealth Management Group

Schwab Value Advantage Money F mut (SWVXX)
Schwab Govt Money Fund other assets (SNVXX)
Baron Partners Fund open-end fund (BPTRX)
Advanced Micro Devic FGC (NVDA)
Centerpoint Energy MFC (MSFT)
The Toronto-dom3.25 CMP (HNHAF)
International Business Machines (IBM)
Iron Mtn Inc New Reit FGC (AVGO)
Alphabet Inc Class C cs (GOOG)
Tidal Etf Tr (GRNY)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Ishares S&p Mid Cap 400 Grwth Etf Uie (AMZN)
Rapid7 Uie (IVW)
Garmin Ltd F MFC (FGSIX)

View all positions for Redwood Wealth Management Group

Top funds holding Vanguard 500 Index - Adm

First Merchants Bank, National Association
Fulton Bank, NA
Arvest Trust
Hemenway Trust Company
North Star Asset Management
Ferguson Wellman Capital Management
Wintrust Financial Corporation
Williams Jones Wealth Management
Riverbrige Partners
Neville Rodie & Shaw
Moody Lynn & Co/
Northstar Asset Management
Kohmann Bosshard Financial Services
Carret Asset Management
Stacey Braun Associates

View all funds holding Vanguard 500 Index - Adm