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Institutional Investment Manager
WFG Advisors, LP
WFG Advisors, LP (CIK: 0001533892), located at 2711 N Haskell Ave, Dallas, TX. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0000910472-14-005117) filed in 2014.11.14
#
Name
Shares
Value ($)
%
Options
Notes
2001 Ubs Ag Shs New 145 3 0.00%
2002 Urstadt Biddle PPTYS 1,250 21 0.00%
2003 V F CORP 8,561 565 0.11%
2004 VALE S A 5,546 61 0.01%
2005 VALERO ENERGY CORP NEW 2,613 121 0.02%
2006 VALSPAR CORP 411 32 0.01%
2007 VANECK MORNINGSTAR WIDE MOAT E 5,956 186 0.04%
2008 VANECK VECTORS BRAZIL SMALL CAP ETF 500 13 0.00%
2009 VANECK VECTORS ETF TR GAMING ETF 754 33 0.01%
2010 VANGUARD BD INDEX FDS 2,724 223 0.04%
2011 VANGUARD BD INDEX FDS 14,059 1,126 0.21%
2012 VANGUARD BD INDEX FDS 908 76 0.01%
2013 VANGUARD INDEX FDS 334 32 0.01%
2014 VANGUARD INDEX FDS 919 77 0.01%
2015 VANGUARD INDEX FDS 5,748 674 0.13%
2016 VANGUARD INDEX FDS 5,366 436 0.08%
2017 VANGUARD INDEX FDS 5,266 583 0.11%
2018 VANGUARD INDEX FDS 2,624 266 0.05%
2019 VANGUARD INDEX FDS 5,159 515 0.10%
2020 VANGUARD INDEX FDS 2,664 191 0.04%
2021 VANGUARD INDEX FDS 434 52 0.01%
2022 VANGUARD INDEX FDS 16,565 1,651 0.31%
2023 VANGUARD INDEX FDS 76 7 0.00%
2024 VANGUARD INDEX FDS 441 37 0.01%
2025 VANGUARD INDEX FDS 564 102 0.02%
2026 VANGUARD INTL EQUITY INDEX F 27 3 0.00%
2027 VANGUARD INTL EQUITY INDEX F 1,431 85 0.02%
2028 VANGUARD INTL EQUITY INDEX F 2,122 117 0.02%
2029 VANGUARD INTL EQUITY INDEX F 15,748 657 0.13%
2030 VANGUARD INTL EQUITY INDEX F 200 11 0.00%
2031 VANGUARD INTL EQUITY INDEX F 405 24 0.00%
2032 VANGUARD INTL EQUITY INDEX F 5,829 287 0.05%
2033 VANGUARD MALVERN FDS 1,200 59 0.01%
2034 VANGUARD SCOTTSDALE FDS 200 17 0.00%
2035 VANGUARD SCOTTSDALE FDS 8,476 677 0.13%
2036 VANGUARD SPECIALIZED PORTFOL 16,655 1,282 0.24%
2037 VANGUARD STAR FDS 5,285 270 0.05%
2038 VANGUARD TAX-MANAGED FDS 1,094 43 0.01%
2039 VANGUARD WHITEHALL FDS 3,117 207 0.04%
2040 VANGUARD WORLD FD 417 24 0.00%
2041 VANGUARD WORLD FD 1,276 99 0.02%
2042 VANGUARD WORLD FD 284 33 0.01%
2043 VANGUARD WORLD FD 219 29 0.01%
2044 VANGUARD WORLD FD 1,044 104 0.02%
2045 VANGUARD WORLD FD 4,423 404 0.08%
2046 VANGUARD WORLD FDS 675 31 0.01%
2047 VANGUARD WORLD FDS 361 39 0.01%
2048 VANGUARD WORLD FDS 37 4 0.00%
2049 VANGUARD WORLD FDS 3,706 435 0.08%
2050 VANGUARD WORLD FDS 286 32 0.01%
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