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Vanguard Small Cap Index-adm fund shares owned by Financial Gravity Wealth

Quarter-by-quarter ownership of Vanguard Small Cap Index-adm fund (VSMAX) shares owned by Financial Gravity Wealth from 13F filings

Historical chart of Financial Gravity Wealth investment in Vanguard Small Cap Index-adm fund

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small Cap Index-adm fund held by Financial Gravity Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small Cap Index-adm fund by Financial Gravity Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $102k 979 104.62
2024-03-31 $107k 975 109.59

More positions owned by Financial Gravity Wealth

Ishares Tr Uit Exchange Traded (IAGG)
Dbx Etf Tr Uit Exchange Traded (HYLB)
Ishares Tr Uit Exchange Traded (SHYG)
Wisdomtree Tr Uit Exchange Traded (EPS)
Ishares Tr Uit Exchange Traded (STIP)
Spdr Ser Tr Uit Exchange Traded (SPIB)
Dbx Etf Tr Uit Exchange Traded (HYDW)
Spdr Ser Tr Uit Exchange Traded (SPSM)
Spdr Ser Tr Uit Exchange Traded (SPMD)
Spdr Ser Tr Uit Exchange Traded (SPYG)
Vanguard Whitehall Fds Uit Exchange Traded (VWOB)
Spdr Ser Tr Uit Exchange Traded (SPYD)
Spdr Index Shs Fds Uit Exchange Traded (SPEM)
Spdr Ser Tr Uit Exchange Traded (SPBO)
Spdr Ser Tr Uit Exchange Traded (SPYV)

View all positions for Financial Gravity Wealth

Top funds holding Vanguard Small Cap Index-adm fund

Fulton Bank, NA
First Merchants Bank, National Association
Garde Capital
Encompass Wealth Advisors
Neville Rodie & Shaw
Wallington Asset Management
North Star Asset Management
Fifth Third Wealth Advisors
Arvest Trust Co N A
Williams Jones Wealth Management
Dempze Nancy E
Wintrust Financial Corporation
RFP Financial Group
Financial Gravity Wealth
Tucker Asset Management

View all funds holding Vanguard Small Cap Index-adm fund