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Vanguard Instl Index shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.7M 49k 75.66

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Calamos Etf Tr Russell 2000 Str (CPRY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Large Cap Max Bu (DMAX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Crown Wealth Group

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