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Vanguard S&p 500 Etf idx shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 7.2k 480.67
2023-12-31 $3.2M 7.3k 436.83
2023-09-30 $2.8M 7.2k 392.71
2023-06-30 $2.9M 7.2k 407.30
2023-03-31 $2.7M 7.2k 376.09
2022-12-31 $2.5M 7.1k 351.35
2022-09-30 $2.3M 7.0k 328.30
2022-06-30 $2.4M 6.8k 346.94
2022-03-31 $2.8M 6.8k 415.13
2021-09-30 $2.6M 6.5k 394.41
2021-06-30 $2.6M 6.7k 393.52
2021-03-31 $2.5M 6.9k 364.36
2020-12-31 $2.4M 6.9k 343.64
2020-09-30 $2.1M 6.7k 307.72
2020-06-30 $1.9M 6.7k 283.51
2020-03-31 $1.6M 6.7k 236.88
2019-12-31 $1.9M 6.4k 295.78
2019-09-30 $1.8M 6.6k 272.59
2019-06-30 $1.8M 6.6k 269.18
2019-03-31 $1.7M 6.6k 259.59
2018-12-31 $1.6M 7.2k 229.83
2018-09-30 $1.9M 7.1k 267.05
2018-06-30 $1.6M 6.2k 249.44
2018-03-31 $1.7M 7.1k 242.15
2017-12-31 $1.7M 6.8k 245.31
2017-09-30 $1.1M 4.7k 230.69
2017-06-30 $1.0M 4.6k 222.05
2017-03-31 $955k 4.4k 216.36
2016-12-31 $857k 4.2k 205.37
2016-09-30 $772k 3.9k 198.71
2016-06-30 $735k 3.8k 192.21
2016-03-31 $717k 3.8k 188.44
2015-12-31 $887k 4.7k 186.97

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

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