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Vanguard S&p 500 Etf idx shares owned by Adell, Harriman, & Carpenter

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Adell, Harriman, & Carpenter from 13F filings

Historical chart of Adell, Harriman, & Carpenter investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Adell, Harriman, & Carpenter 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 Adell, Harriman, & Carpenter

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 725 612.38
2025-06-30 $1.1M 1.9k 568.03
2025-03-31 $665k 1.3k 514.13
2024-12-31 $640k 1.2k 539.06
2024-09-30 $363k 688 528.10
2024-06-30 $350k 700 500.53
2024-03-31 $250k 520 480.70
2023-12-31 $227k 520 436.80