Vanguard S&p 500 Etf idx shares owned by AE Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $199M | 377k | 527.90 |
2024-06-30 | $204M | 407k | 500.13 |
2024-03-31 | $196M | 408k | 480.81 |
2023-12-31 | $394M | 879k | 448.23 |
2023-09-30 | $300M | 764k | 392.70 |
2023-06-30 | $328M | 806k | 407.28 |
2023-03-31 | $314M | 835k | 376.07 |
2022-12-31 | $299M | 852k | 351.34 |
2022-09-30 | $344M | 1.0M | 328.30 |
2022-06-30 | $361M | 1.0M | 346.88 |
2022-03-31 | $459M | 1.1M | 415.17 |
2021-12-31 | $500M | 1.1M | 436.57 |
2021-09-30 | $444M | 1.1M | 394.40 |
2021-06-30 | $454M | 1.2M | 393.52 |
2021-03-31 | $428M | 1.2M | 364.30 |
2020-12-31 | $387M | 1.1M | 343.69 |
2020-09-30 | $333M | 1.1M | 307.65 |
2020-06-30 | $314M | 1.1M | 283.43 |
2020-03-31 | $238M | 1.0M | 236.82 |
2019-12-31 | $301M | 1.0M | 295.80 |
2019-09-30 | $261M | 958k | 272.60 |
2019-06-30 | $264M | 981k | 269.15 |
2019-03-31 | $121M | 467k | 259.54 |
2018-12-31 | $7.4M | 32k | 229.80 |
2018-09-30 | $255M | 956k | 267.05 |
2018-06-30 | $223M | 896k | 249.51 |
2018-03-31 | $192M | 794k | 242.08 |
2017-12-31 | $147M | 599k | 245.29 |
2017-09-30 | $210M | 908k | 230.76 |
2017-06-30 | $143M | 643k | 222.06 |
2017-03-31 | $81M | 372k | 216.35 |
2016-12-31 | $25M | 119k | 205.31 |