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Vanguard Instl Index shares owned by CWM

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

Historical chart of CWM investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 149 73.83
2025-09-30 $11k 149 73.83

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Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding Vanguard Instl Index

Pathway Financial Advisors
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UBS Group
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Branch Banking & Trust Company
Capital Investment Services of America
Planning Center
Steward Partners Investment Advisory
Keystone Wealth Services
Warren Averett Asset Management
Commonwealth Equity Services
Boston Family Office

View all funds holding Vanguard Instl Index