Sontag Advisory »

Vanguard 500 Index - Adm shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Vanguard 500 Index - Adm

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard 500 Index - Adm by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.3M 9.1k 692.01

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Vanguard 500 Index - Adm

First Merchants Bank, National Association
Fulton Bank, NA
Arvest Trust
Hemenway Trust Company
North Star Asset Management
Front Street Capital Management
Wintrust Financial Corporation
Sontag Advisory
Williams Jones Wealth Management
McIlrath & Eck
Riverbrige Partners
Neville Rodie & Shaw
Coston, McIsaac & Partners
Moody Lynn & Co/
Northstar Asset Management

View all funds holding Vanguard 500 Index - Adm