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Vanguard S&p 500 Etf idx shares owned by Navalign

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

Historical chart of Navalign investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Navalign 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 Navalign

Quarter filed Position value Share count Share price at filing
2024-03-31 $469k 975 480.70
2023-12-31 $583k 1.3k 436.80
2023-09-30 $389k 990 392.70
2023-06-30 $400k 982 407.28
2023-03-31 $369k 982 376.07

More positions owned by Navalign

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Flexshares Tr Mornstar Upstr (GUNR)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Index Fds Real Estate Etf (VNQ)
Amgen (AMGN)
Ishares Tr Calif Mun Bd Etf (CMF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Navalign

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