Vanguard S&p 500 Etf idx shares owned by Adapt Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Adapt Wealth Advisors
from 13F filings
Historical chart of Adapt Wealth 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 Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.6k | 612.39 |
| 2025-06-30 | $4.0M | 7.0k | 568.04 |
| 2025-03-31 | $3.7M | 7.1k | 513.92 |
| 2024-12-31 | $3.8M | 7.1k | 538.81 |
| 2024-09-30 | $3.8M | 7.3k | 527.67 |
| 2024-06-30 | $3.8M | 7.5k | 500.13 |
| 2024-03-31 | $3.6M | 7.5k | 480.70 |