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Vanguard Bd Index Fds shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Vanguard Bd Index Fds (VUSB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Vanguard Bd Index Fds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Bd Index Fds held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Bd Index Fds by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 82k 50.00
2025-06-30 $3.4M 69k 49.87
2025-03-31 $3.5M 70k 49.86
2024-12-31 $3.5M 71k 49.62

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Vanguard Bd Index Fds

Jpmorgan Chase & Co
Wells Fargo & Company
Bramshill Investments
Ronald Blue Trust
Wharton Business Group
HighTower Advisors
Efficient Wealth Management
LPL Financial
Pacific Center for Financial Services
Red Wave Investments
Raymond James Financial
Alpine Bank Wealth Management
David Kennon
Global Wealth Management
Fonville Wealth Management

View all funds holding Vanguard Bd Index Fds