Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 528 | 3,573,810,852 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $331,004,412 | 688,588 | 0.01 | 0.01 | 5,404 | 0.79 | 03-31-2024 |
ISHARES TR | RUS 1000 GRW ETF | 2 | $191,244,409 | 567,407 | 0.01 | 0.01 | -5,873 | -1.02 | 03-31-2024 |
ISHARES TR | CORE S&P500 ETF | 3 | $184,046,935 | 350,079 | 0.01 | 0.01 | -8,143 | -2.27 | 03-31-2024 |
VANGUARD INDEX FDS | VALUE ETF | 4 | $96,636,282 | 593,370 | 0.00 | 0.00 | 6,916 | 1.18 | 03-31-2024 |