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Vanguard Admiral Fds Inc cmn shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (VIOO) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $591k 6.0k 98.20
2024-03-31 $610k 6.0k 101.49

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Vanguard Admiral Fds Inc cmn

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

View all funds holding Vanguard Admiral Fds Inc cmn