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Vanguard Admiral Fds Inc equity shares owned by Roberts Wealth Advisors

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

Historical chart of Roberts Wealth Advisors 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 Roberts Wealth Advisors 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 Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 1.5k 188.97
2024-06-30 $298k 1.7k 175.60
2024-03-31 $282k 1.6k 171.81

More positions owned by Roberts Wealth Advisors

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Trane Technologies SHS (TT)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Qualcomm (QCOM)
American Tower Reit (AMT)
Nextera Energy (NEE)

View all positions for Roberts Wealth Advisors

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