Vanguard S&p 500 Etf idx shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment 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 Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 11k | 527.69 |
| 2024-06-30 | $5.6M | 11k | 500.13 |
| 2024-03-31 | $5.7M | 12k | 480.69 |
| 2023-12-31 | $9.3M | 21k | 436.81 |
| 2023-09-30 | $8.4M | 22k | 392.70 |
| 2023-06-30 | $9.0M | 22k | 407.28 |
| 2023-03-31 | $8.4M | 22k | 376.07 |
| 2022-12-31 | $8.0M | 23k | 351.33 |
| 2022-09-30 | $6.9M | 21k | 328.29 |
| 2022-06-30 | $7.1M | 21k | 346.89 |
| 2022-03-31 | $5.5M | 13k | 415.19 |
| 2021-12-31 | $5.8M | 13k | 436.50 |
| 2021-09-30 | $5.3M | 5.3k | 1000.00 |
| 2021-06-30 | $5.3M | 13k | 393.50 |
| 2021-03-31 | $4.9M | 14k | 364.19 |
| 2020-12-31 | $4.6M | 13k | 343.69 |
| 2020-09-30 | $4.1M | 13k | 307.57 |
| 2020-06-30 | $3.8M | 13k | 283.41 |
| 2020-03-31 | $3.7M | 16k | 236.82 |
| 2019-12-31 | $4.8M | 16k | 295.83 |
| 2019-09-30 | $4.5M | 17k | 272.57 |
| 2019-06-30 | $4.6M | 17k | 269.15 |
| 2019-03-31 | $4.4M | 17k | 259.52 |
| 2018-12-31 | $4.4M | 19k | 229.82 |