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Vanguard 500 Index - Adm shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm held by Trivant Custom Portfolio 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 Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.4k 22 427.45
2023-09-30 $8.5k 21 402.62
2023-06-30 $8.8k 21 417.86

More positions owned by Trivant Custom Portfolio Group

Apple Aapl (AAPL)
Microsoft Corp MSFT (MSFT)
Nvidia Corp Nvda (NVDA)
Flexshares Disciplined Durtn Mbs Etf MBSD (MBSD)
Amazon.com Amzn (AMZN)
Alphabet Inc. Class A Googl (GOOGL)
Advanced Micro Device In Amd (AMD)
Merck & Co MRK (MRK)
Ishares 0-5 Year Tips Bond Etf Stip (STIP)
Deere & Co De (DE)
Costco Wholesale Cost (COST)
Ishares Brd Usd Inv Grd Corp Bd Etf Usig (USIG)
Northrop Grumman Noc (NOC)
General Electric Co Trades With Due Bills Ge (GE)
Lowes Companies Low (LOW)

View all positions for Trivant Custom Portfolio Group

Top funds holding Vanguard 500 Index - Adm

Fulton Bank, NA
Partners Capital Investment Group
Arvest Trust Co N A
Garde Capital
North Star Asset Management
Ferguson Wellman Capital Management
Fifth Third Wealth Advisors
Mot
Neville Rodie & Shaw
Riverbrige Partners
Moody Lynn & Co/
Wintrust Financial Corporation
Carret Asset Management
Carderock Capital Management
Northstar Asset Management

View all funds holding Vanguard 500 Index - Adm