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Vanguard S&p 500 Etf idx shares owned by CIC Wealth

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

Historical chart of CIC Wealth 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 CIC Wealth 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 CIC Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $42M 88k 480.70
2023-12-31 $34M 78k 436.80
2023-09-30 $28M 70k 392.70
2023-06-30 $27M 65k 407.28
2023-03-31 $24M 63k 376.07
2022-12-31 $18M 51k 351.34

More positions owned by CIC Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)
Pepsi (PEP)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Waste Management (WM)
Mondelez Intl Cl A (MDLZ)
McDonald's Corporation (MCD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Visa Com Cl A (V)

View all positions for CIC Wealth

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