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Vanguard S&p 500 shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Vanguard S&p 500 shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Vanguard S&p 500

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $14M 29k 485.31
2024-03-31 $15M 31k 464.89
2023-12-31 $8.8M 21k 423.91

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Vanguard S&p 500

Custom Portfolio Group
Grey Fox Wealth Advisors

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