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Vanguard S&p 500 Etf idx shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors 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 4wealth Advisors 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 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 3.2k 627.18
2025-09-30 $1.9M 3.1k 612.38
2025-06-30 $1.1M 2.0k 567.99
2025-03-31 $859k 1.7k 513.86

More positions owned by 4wealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Johnson & Johnson (JNJ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for 4wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
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
UBS Group

View all funds holding Vanguard S&p 500 Etf idx