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Vanguard 500 Index - Adm shares owned by Sequent Asset Management

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

Historical chart of Sequent Asset Management investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm held by Sequent Asset 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 Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $599k 1.1k 542.62
2024-09-30 $587k 1.1k 531.57
2024-06-30 $556k 1.1k 503.63
2024-03-31 $535k 1.1k 484.60
2023-12-31 $486k 1.1k 439.88

More positions owned by Sequent Asset Management

Fidelity Tr 500 Index Ins Prem MF (FXAIX)
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SPDR S&P 500 Growth Ui (SPYG)
DFA US Small Cap Value MF (DFSVX)
Schlumberger (SLB)
iShares Rus Mid Cap Growth ETF Ui (IWP)
Vanguard S&P 500 ETF Ui (VOO)
iShares Rus 2000 Growth ETF Ui (IWO)
iShares Min Vol USA ETF Ui (USMV)
Fidelity Adv Advisor Intl Z MF (FIDZX)
Amazon (AMZN)
SPDR S&P 500 ETF Tr Ui (SPY)
iShares S&P 500 Val ETF Ui (IVE)
Fidelity Quality Fctor ETF Ui (FQAL)
iShares Rus Mid Cap Value ETF Ui (IWS)

View all positions for Sequent Asset Management

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
Hemenway Trust Company
Garde Capital
Ferguson Wellman Capital Management
North Star Asset Management
Wintrust Financial Corporation
Williams Jones Wealth Management
Riverbrige Partners
Neville Rodie & Shaw
Northstar Asset Management
Encompass Wealth Advisors

View all funds holding Vanguard 500 Index - Adm