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Vanguard Instl Index shares owned by Pines Wealth Management

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

Historical chart of Pines Wealth Management investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by Pines Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $13M 174k 75.66

More positions owned by Pines Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Instl Index Ultra-short Trea (VGUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr National Mun Etf (MUB)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Pines Wealth Management

Top funds holding Vanguard Instl Index

Pathway Financial Advisors
Coston, McIsaac & Partners
Pines Wealth Management
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Strategic Investment Solutions
Farther Finance Advisors
UBS Group
Crown Wealth Group
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

View all funds holding Vanguard Instl Index