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

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

Historical chart of Strata 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 Strata 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $437k 910 480.46
2023-12-31 $288k 659 436.71
2023-09-30 $223k 568 392.62

More positions owned by Strata Wealth Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Booking Holdings (BKNG)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Analog Devices (ADI)
Apple (AAPL)

View all positions for Strata Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Royal Bank of Canada
Global Assets Advisory
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx