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Vanguard S&p 500 Etf idx shares owned by 21 West Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by 21 West Wealth Management from 13F filings

Historical chart of 21 West Wealth Management investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by 21 West 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 21 West Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1M 12k 612.38
2025-06-30 $6.3M 11k 568.03

More positions owned by 21 West Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Active Bd Etf (BOND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)

View all positions for 21 West Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx