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Small Cap Value Admiral Shares shares owned by C.M. Bidwell & Associates

Quarter-by-quarter ownership of Small Cap Value Admiral Shares (VSIAX) shares owned by C.M. Bidwell & Associates from 13F filings

Historical chart of C.M. Bidwell & Associates investment in Small Cap Value Admiral Shares

Tip: Access up to 7 years of quarterly data

All positions including Small Cap Value Admiral Shares held by C.M. Bidwell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Small Cap Value Admiral Shares by C.M. Bidwell & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $110k 1.3k 86.27

More positions owned by C.M. Bidwell & Associates

Vanguard Short-Term Bond ETF (BSV)
iShares Russell 1000 Index (IWB)
iShares Russell 2000 Index (IWM)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
iShares Brclys Intrdte Gov/Crt Bd (GVI)
Ishares Tr core strm usbd (ISTB)
Vanguard Malvern Fds strm infproidx (VTIP)
Vanguard Total Bond Market ETF (BND)
iShares MSCI ACWI ex US Index Fund (ACWX)
Vanguard Europe Pacific ETF (VEA)
Vanguard Intermediate-Term Bond ETF (BIV)
Dimensional Etf Trust (DFAC)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Schwab Strategic Tr us lrg cap etf (SCHX)

View all positions for C.M. Bidwell & Associates

Top funds holding Small Cap Value Admiral Shares

Fulton Bank, NA
First Merchants Bank, National Association
Redwood Wealth Management Group
Grey Fox Wealth Advisors
Arvest Trust
Alpine Bank Wealth Management
Tower Bridge Advisors
Coston, McIsaac & Partners
Financial Gravity Companies

View all funds holding Small Cap Value Admiral Shares