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Vanguard S&p 500 Etf idx shares owned by Avalon Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Avalon Advisors from 13F filings

Historical chart of Avalon Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Avalon Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Avalon Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $10M 27k 376.07
2022-12-31 $13M 36k 351.33
2021-12-31 $856k 2.0k 436.73

More positions owned by Avalon Advisors

Lam Research Corporation (LRCX)
Apple (AAPL)
Alphabet Inc Class A cs (GOOGL)
Microsoft Corporation (MSFT)
Chevron Corporation (CVX)
UnitedHealth (UNH)
Merck & Co (MRK)
Texas Instruments Incorporated (TXN)
Cummins (CMI)
Berkshire Hathaway (BRK.B)
Morgan Stanley (MS)
Pepsi (PEP)
Vontier Corporation (VNT)
Spdr S&p 500 Etf (SPY)
Cal-Maine Foods (CALM)

View all positions for Avalon Advisors

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx