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Vanguard Admiral Fds Inc equity shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc equity (VOOV) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in Vanguard Admiral Fds Inc equity

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc equity held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc equity by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 16k 190.72
2024-06-30 $2.8M 16k 175.00
2024-03-31 $2.8M 16k 177.74
2023-12-31 $2.6M 15k 167.97

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View all positions for Balanced Wealth Group

Top funds holding Vanguard Admiral Fds Inc equity

Bank of America Corporation
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
CI Private Wealth
Pathstone Holdings
Wells Fargo & Company
HighTower Advisors
Shakespeare Wealth Management
Stordahl Capital Management
Advisor Group Holdings
H D Vest Advisory Services
Envestnet Asset Management
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors

View all funds holding Vanguard Admiral Fds Inc equity