UMA Financial Services »

Vanguard Admiral Fds Inc equity shares owned by UMA Financial Services

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc equity (VOOV) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services 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 UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Admiral Fds Inc equity by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $145k 710 203.88

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for UMA Financial Services

Top funds holding Vanguard Admiral Fds Inc equity

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Cetera Investment Advisers
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings
CI Private Wealth
Shakespeare Wealth Management
Wells Fargo & Company
Stordahl Capital Management
HighTower Advisors
Envestnet Asset Management
Prudential Financial

View all funds holding Vanguard Admiral Fds Inc equity