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Vanguard 500 Index - Adm shares owned by Ethos Financial Group

Quarter-by-quarter ownership of Vanguard 500 Index - Adm (VFIAX) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group investment in Vanguard 500 Index - Adm

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All positions including Vanguard 500 Index - Adm 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 500 Index - Adm by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $674k 1.4k 484.89
2023-12-31 $602k 1.4k 440.06
2023-03-31 $547k 1.4k 379.16

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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 500 Index - Adm

Fulton Bank, NA
Partners Capital Investment Group
Silvercrest Asset Management Group
Arvest Trust Co N A
Garde Capital
North Star Asset Management
Ferguson Wellman Capital Management
Fifth Third Wealth Advisors
Mot
Williams Jones Wealth Management
Neville Rodie & Shaw
Riverbrige Partners
Encompass Wealth Advisors
Moody Lynn & Co/
Wintrust Financial Corporation

View all funds holding Vanguard 500 Index - Adm