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Vanguard S&p 500 Etf idx shares owned by Amplius Wealth Advisors

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

Historical chart of Amplius Wealth 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 Amplius Wealth 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 Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $665k 1.4k 480.79
2023-12-31 $736k 1.7k 436.77
2023-09-30 $661k 1.7k 392.71
2023-06-30 $686k 1.7k 407.19
2021-12-31 $117k 270 433.33

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx