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Vanguard Instl Index shares owned by Wealthquest

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

Historical chart of Wealthquest investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Instl Index by Wealthquest

Quarter filed Position value Share count Share price at filing
2025-12-31 $752k 10k 75.47
2025-06-30 $459k 6.1k 75.52
2025-03-31 $241k 3.2k 75.47

More positions owned by Wealthquest

Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
Innovator Defined Wealth Shield Etf (BALT)
Vanguard Russell 1000 Growth Etf (VONG)
SPDR S&P 1500 Etf (SPTM)
iShares Core S&P Mid Cap Etf (IJH)
American Finl Group Inc Ohio Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
Vanguard Small Cap ETF Etf (VB)
DFA Short Duration Fixed Income Etf (DFSD)
Vanguard Short Term Bond Etf (BSV)
DFA US Large Cap Vector Etf (DFVX)
Procter And Gamble Stock (PG)
DFA International Core Equity ETF Etf (DFAI)

View all positions for Wealthquest

Top funds holding Vanguard Instl Index

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