Vanguard S&p 500 Etf idx shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $28M | 63k | 436.80 |
| 2023-09-30 | $16M | 40k | 392.70 |
| 2023-06-30 | $26M | 64k | 407.27 |
| 2023-03-31 | $23B | 61k | 376067.67 |
| 2022-12-31 | $22B | 64k | 351337.38 |
| 2022-09-30 | $20M | 60k | 328.29 |
| 2022-06-30 | $1.4M | 11k | 129.74 |
| 2022-03-31 | $43M | 102k | 415.16 |
| 2021-12-31 | $51M | 116k | 438.57 |
| 2021-09-30 | $45M | 114k | 394.77 |
| 2021-06-30 | $34M | 111k | 306.99 |
| 2021-03-31 | $38M | 105k | 364.53 |
| 2020-12-31 | $36M | 106k | 342.32 |
| 2020-09-30 | $41M | 132k | 306.90 |
| 2020-06-30 | $32M | 113k | 283.45 |
| 2020-03-31 | $13M | 55k | 235.44 |
| 2019-12-31 | $13M | 44k | 296.08 |
| 2019-09-30 | $9.9M | 36k | 272.58 |
| 2019-06-30 | $11M | 39k | 269.18 |
| 2019-03-31 | $11M | 41k | 259.58 |
| 2018-12-31 | $6.7M | 29k | 229.80 |
| 2018-09-30 | $8.0M | 30k | 267.05 |
| 2018-06-30 | $7.4M | 30k | 249.51 |
| 2018-03-31 | $7.6M | 31k | 242.08 |
| 2017-12-31 | $8.0M | 33k | 245.31 |
| 2017-09-30 | $7.6M | 33k | 230.75 |
| 2017-06-30 | $7.9M | 36k | 222.07 |
| 2017-03-31 | $7.8M | 36k | 216.34 |
| 2016-12-31 | $6.5M | 32k | 205.30 |
| 2016-09-30 | $3.8M | 19k | 198.68 |
| 2016-06-30 | $2.2M | 12k | 192.19 |
| 2016-03-31 | $1.0M | 5.3k | 188.48 |
| 2015-12-31 | $637k | 3.4k | 186.86 |
| 2015-09-30 | $1.1M | 6.0k | 175.78 |
| 2015-06-30 | $445k | 2.4k | 188.88 |
| 2015-03-31 | $459k | 2.4k | 189.12 |