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Vanguard Admiral Fds Inc cmn shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (VIOO) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Vanguard Admiral Fds Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc cmn held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc cmn by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $386k 3.9k 98.21
2024-03-31 $352k 3.5k 101.50

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View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Vanguard Admiral Fds Inc cmn

Orgel Wealth Management
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
HPM Partners
LPL Financial
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Savant Capital Management
One Day In July
Raymond James Financial Services Advisors
Carolinas Wealth Consulting
Warwick Investment Management
Trust Company of Virginia

View all funds holding Vanguard Admiral Fds Inc cmn