Vanguard S&p 500 Etf idx shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.9M | 18k | 436.80 |
| 2023-09-30 | $6.2M | 16k | 392.89 |
| 2023-06-30 | $7.2M | 18k | 407.35 |
| 2023-03-31 | $6.7M | 18k | 376.08 |
| 2022-12-31 | $6.4M | 18k | 351.27 |
| 2022-09-30 | $5.8M | 18k | 328.26 |
| 2022-06-30 | $6.1M | 18k | 346.86 |
| 2022-03-31 | $7.5M | 18k | 415.15 |
| 2021-12-31 | $6.8M | 16k | 436.59 |
| 2021-09-30 | $6.2M | 16k | 394.42 |
| 2021-06-30 | $6.2M | 16k | 393.51 |
| 2021-03-31 | $2.3M | 6.2k | 364.34 |
| 2020-12-31 | $8.4M | 24k | 343.69 |
| 2020-09-30 | $6.7M | 22k | 307.63 |
| 2020-06-30 | $1.3M | 4.7k | 283.49 |
| 2020-03-31 | $3.2M | 14k | 236.82 |
| 2019-12-31 | $403k | 1.4k | 295.67 |
| 2019-09-30 | $380k | 1.4k | 272.99 |
| 2019-06-30 | $330k | 1.2k | 269.39 |
| 2019-03-31 | $300k | 1.2k | 259.74 |
| 2018-12-31 | $717k | 3.1k | 229.73 |
| 2018-09-30 | $816k | 3.1k | 267.02 |
| 2018-06-30 | $762k | 3.1k | 249.35 |
| 2018-03-31 | $757k | 3.1k | 242.16 |
| 2017-12-31 | $794k | 3.2k | 245.36 |
| 2017-09-30 | $973k | 4.2k | 230.79 |
| 2017-06-30 | $1.4M | 6.4k | 222.10 |
| 2017-03-31 | $1.1M | 5.2k | 216.35 |
| 2016-12-31 | $869k | 4.2k | 205.34 |
| 2016-09-30 | $556k | 2.8k | 198.57 |
| 2016-06-30 | $538k | 2.8k | 192.14 |
| 2016-03-31 | $554k | 2.9k | 188.44 |
| 2015-12-31 | $579k | 3.1k | 186.77 |
| 2015-09-30 | $334k | 1.9k | 175.79 |
| 2015-06-30 | $718k | 3.8k | 188.95 |
| 2015-03-31 | $511k | 2.7k | 189.26 |
| 2014-12-31 | $509k | 2.7k | 188.52 |
| 2014-09-30 | $343k | 1.9k | 180.53 |
| 2014-06-30 | $341k | 1.9k | 179.47 |
| 2014-03-31 | $326k | 1.9k | 171.58 |