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Vanguard S&p 500 Etf idx shares owned by Willingdon Wealth Management

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

Historical chart of Willingdon Wealth Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Willingdon Wealth Management 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 Willingdon Wealth Management

Quarter filed Position value Share count Share price at filing
2020-03-31 $212k 896 236.61
2016-03-31 $216k 1.1k 188.48

More positions owned by Willingdon Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR Gold Trust (GLD)
Public Storage (PSA)
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares S&P 500 Index (IVV)
Republic Services (RSG)
Waste Management (WM)
Oracle Corporation (ORCL)
Verizon Communications (VZ)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
Charter Communications Inc New Cl A cl a (CHTR)

View all positions for Willingdon Wealth Management

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