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Vanguard S&p 500 Etf idx shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Graves-Light Private Wealth Management 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $875k 2.0k 436.80
2023-09-30 $802k 2.0k 394.49
2023-06-30 $830k 2.0k 407.29
2023-03-31 $757k 2.0k 376.08
2022-12-31 $730k 2.1k 351.29
2022-09-30 $682k 2.1k 328.52
2022-06-30 $720k 2.1k 346.82
2022-03-31 $1.2M 2.9k 415.29
2021-12-31 $1.3M 2.9k 436.76
2021-09-30 $1.1M 2.9k 394.37
2021-06-30 $1.1M 2.9k 393.33
2021-03-31 $1.1M 3.0k 364.28
2020-12-31 $1.1M 3.2k 343.59
2020-09-30 $994k 3.2k 307.74
2020-06-30 $908k 3.2k 283.31
2020-03-31 $730k 3.1k 236.94
2019-12-31 $809k 2.7k 295.90
2019-09-30 $755k 2.7k 278.50
2019-06-30 $459k 1.7k 269.21
2019-03-31 $304k 1.2k 259.54

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

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