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Vanguard S&p 500 Etf idx shares owned by AllGen Financial Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by AllGen Financial Advisors from 13F filings

Historical chart of AllGen Financial 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 AllGen Financial 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 AllGen Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $679k 1.1k 612.65
2025-06-30 $630k 1.1k 568.27
2025-03-31 $452k 878 514.19

More positions owned by AllGen Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Mega Cap Val Etf (MGV)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Bloomberg 1 10 Y (TIPX)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for AllGen Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx