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Vanguard Lifestrategy Moderate shares owned by Arvest Trust

Quarter-by-quarter ownership of Vanguard Lifestrategy Moderate (VSMGX) shares owned by Arvest Trust from 13F filings

Historical chart of Arvest Trust investment in Vanguard Lifestrategy Moderate

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Lifestrategy Moderate held by Arvest Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Lifestrategy Moderate by Arvest Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 175k 35.20
2025-06-30 $5.9M 175k 33.43
2025-03-31 $5.5M 176k 31.40
2024-12-31 $5.5M 176k 31.33
2024-09-30 $6.0M 176k 33.80
2015-06-30 $839k 35k 24.25

More positions owned by Arvest Trust

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
New World CL R-6
Goldman Sachs Etf Tr Activebeta Eme (GEM)
NVIDIA Corporation (NVDA)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Arvest Trust

Top funds holding Vanguard Lifestrategy Moderate

Arvest Trust
Oakworth Capital

View all funds holding Vanguard Lifestrategy Moderate