VFIAX β€” VANGUARD 500 INDEX FUND ADMIRAL CLASS

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  Β·  3 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported VANGUARD 500 INDEX FUND ADMIRAL CLASS (VFIAX) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.37% in 2025 Q3. The latest visible filing shows VFIAX at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VFIAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RESOURCES MANAGEMENT CORP /CT/ /ADV's position in VANGUARD 500 INDEX FUND ADMIRAL CLASS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VFIAX was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RESOURCES MANAGEMENT CORP /CT/ /ADV held VFIAX β€” position size vs. price
% of Fund (quarterly)    VFIAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 12,081 +7,236 +149.3% 0.37% $2.9M 2025-11-14 $618.60
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VFIAX

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.27% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.04%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and VFIAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning VFIAX?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported VFIAX across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported VFIAX position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for VFIAX was 0.37% in 2025 Q3.

What is the latest reported VFIAX position on this page?

The most recent filing on this page is 2025 Q3, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 12,081 shares, equal to 0.37% of portfolio, with an estimated market value of $2.9M.

What does the chart on this VFIAX ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV's quarterly VFIAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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