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Vanguard Instl Index shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 13k 75.66

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

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