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Vanguard S&p 500 Etf idx shares owned by Bull Oak Capital

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

Historical chart of Bull Oak Capital investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Bull Oak Capital 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 Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 69 477.41
2023-12-31 $914k 2.1k 436.85
2023-09-30 $33k 84 392.99

More positions owned by Bull Oak Capital

Ishares Core S&p 500 Etf Etf (IVV)
American Century Etf Trust Avantis U S Equity Etf Etf (AVUS)
Ishares Trust Ishares Short Treasury Bond Etf Etf (SHV)
Ishares Tr Core Msci Eafe Etf Etf (IEFA)
Spdr Series Trust Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Series Trust Spdr Portfolio S&p 500 Etf Etf (SPLG)
American Century Etf Trust Avantis U S Small Cap Value Etf Etf (AVUV)
Ishares Trust Ishares U S Treasury Bond Etf Etf (GOVT)
Vanguard Index Funds Vanguard Mid-cap Etf Etf (VO)
Alpha Architect Etf Tr Freedom 100 Emerging Markets Etf Etf (FRDM)
Vanguard Short Term Bond Etf Etf (BSV)
American Century Etf Trust Avantis International Small Cap Value Etf Etf (AVDV)
Proshares Trust Proshares Bitcoin Strategy Etf Etf (BITO)
Intuit Equity (INTU)
Microsoft Corp Equity (MSFT)

View all positions for Bull Oak Capital

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Global Assets Advisory
HPM Partners
Mercer Global Advisors
UBS Group
Assetmark
Raymond James Financial Services Advisors

View all funds holding Vanguard S&p 500 Etf idx