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Vanguard S&p 500 Etf idx shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Moss Adams Wealth 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 Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $773k 1.6k 480.77
2023-12-31 $766k 1.8k 436.92
2023-09-30 $91k 230 394.20
2023-06-30 $94k 231 408.86
2023-03-31 $292k 777 376.07
2022-12-31 $82k 232 351.34

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Roblox Corp Cl A (RBLX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for Moss Adams Wealth 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