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Vanguard Instl Index shares owned by Burling Wealth Partners

Quarter-by-quarter ownership of Vanguard Instl Index (VGUS) shares owned by Burling Wealth Partners from 13F filings

Historical chart of Burling Wealth Partners investment in Vanguard Instl Index

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All positions including Vanguard Instl Index held by Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Instl Index by Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 20k 75.66
2025-06-30 $262k 3.5k 75.53

More positions owned by Burling Wealth Partners

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Vanguard Mid-cap Etf Etf (VO)
Jpmorgan Chase & Co Stock (JPM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr S&p 500 Etf Trust Etf (SPY)
Blackstone Stock (BX)
Vanguard Small-cap Etf Etf (VB)
Ishares Core S&p Small Cap Etf Etf (IJR)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Abbott Labs Stock (ABT)
Abbvie Stock (ABBV)

View all positions for Burling Wealth Partners

Top funds holding Vanguard Instl Index

Pathway Financial Advisors
Coston, McIsaac & Partners
Farther Finance Advisors
Crown Wealth Group
Strategic Investment Solutions
Jane Street
Steward Partners Investment Advisory
North Capital
Boston Family Office
Commonwealth Equity Services
LPL Financial
Capital Investment Services of America
Keystone Wealth Services
Burling Wealth Partners
UBS Group

View all funds holding Vanguard Instl Index