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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

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
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 13k 394.31
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