Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 518 | 3,271,902,332 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $298,414,908 | 683,184 | 0.01 | 0.01 | 35,367 | 5.46 | 12-31-2023 |
ISHARES TR | RUS 1000 GRW ETF | 2 | $173,801,354 | 573,280 | 0.01 | 0.01 | 18,034 | 3.25 | 12-31-2023 |
ISHARES TR | CORE S&P500 ETF | 3 | $171,097,768 | 358,222 | 0.01 | 0.01 | -1,006 | -0.28 | 12-31-2023 |
VANGUARD INDEX FDS | VALUE ETF | 4 | $87,674,805 | 586,454 | 0.00 | 0.00 | 19,030 | 3.35 | 12-31-2023 |