iShares S&P 500 Index shares owned by Vaughan Nelson Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Vaughan Nelson Investment Management
from 13F filings
Historical chart of Vaughan Nelson Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Vaughan Nelson Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $208k | 395 | 526.58 |
| 2023-12-31 | $198k | 415 | 477.11 |
| 2023-09-30 | $178k | 415 | 428.92 |
| 2023-06-30 | $185k | 415 | 445.78 |
| 2023-03-31 | $171k | 415 | 412.05 |
| 2022-12-31 | $175k | 455 | 384.62 |
| 2022-09-30 | $181k | 505 | 358.42 |
| 2022-06-30 | $191k | 505 | 378.22 |
| 2022-03-31 | $229k | 505 | 453.47 |
| 2021-12-31 | $2.0M | 4.2k | 477.07 |
| 2021-09-30 | $1.2M | 2.7k | 430.66 |
| 2021-06-30 | $974k | 2.3k | 430.02 |
| 2021-03-31 | $1.1M | 2.7k | 397.81 |
| 2020-12-31 | $1.4M | 3.6k | 375.27 |
| 2020-09-30 | $1.0M | 3.1k | 336.12 |
| 2020-06-30 | $960k | 3.1k | 309.68 |
| 2018-03-31 | $1.2M | 4.4k | 265.37 |
| 2017-12-31 | $1.3M | 4.8k | 268.90 |
| 2017-09-30 | $1.5M | 6.1k | 252.95 |
| 2017-06-30 | $1.8M | 7.5k | 243.47 |
| 2017-03-31 | $1.8M | 7.5k | 237.33 |
| 2016-12-31 | $4.5M | 20k | 224.99 |
| 2016-09-30 | $2.5M | 12k | 217.60 |
| 2016-06-30 | $4.7M | 22k | 210.49 |
| 2016-03-31 | $2.8M | 14k | 206.66 |
| 2015-12-31 | $3.7M | 18k | 204.85 |
| 2015-09-30 | $2.9M | 15k | 192.71 |
| 2015-06-30 | $3.0M | 15k | 207.25 |
| 2015-03-31 | $3.4M | 16k | 207.82 |
| 2014-12-31 | $1.6M | 7.7k | 206.90 |
| 2014-09-30 | $1.4M | 7.2k | 198.20 |
| 2014-06-30 | $1.0M | 5.2k | 197.09 |
| 2014-03-31 | $1.2M | 6.6k | 188.09 |
More positions owned by Vaughan Nelson Investment Management
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