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Vanguard Equity Income Fd mutual funds shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Vanguard Equity Income Fd mutual funds (VEIPX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Vanguard Equity Income Fd mutual funds

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Equity Income Fd mutual funds held by Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Equity Income Fd mutual funds by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $891k 34k 25.91

More positions owned by Ethos Financial Group

Schwab US Broad Market ETF Etf (SCHB)
Vanguard Total World Stock ETF Etf (VT)
Schwab US Large Cap ETF Etf (SCHX)
Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap Growth ETF Etf (SCHG)
Abrdn Physical Gold Shares ETF Etf (SGOL)
iShares Bitcoin TR Etf
iShares TIPS Bond ETF Etf (TIP)
Schwab US Large Cap Value ETF Etf (SCHV)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
iShares Short Treasury Bond ETF Etf (SHV)
Energy Select Sector SPDR ETF Etf (XLE)
Apple (AAPL)

View all positions for Ethos Financial Group

Top funds holding Vanguard Equity Income Fd mutual funds

Ethos Financial Group
Silvercrest Asset Management Group
Coston, McIsaac & Partners
Tucker Asset Management

View all funds holding Vanguard Equity Income Fd mutual funds