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Vanguard S&p 500 Etf idx shares owned by Ascent Wealth Partners

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

Historical chart of Ascent Wealth Partners 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 Ascent Wealth Partners 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 Ascent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 3.4k 612.46
2025-06-30 $2.0M 3.4k 568.01
2025-03-31 $2.2M 4.3k 513.90
2024-12-31 $2.2M 4.2k 538.83
2024-09-30 $2.3M 4.3k 527.73
2024-06-30 $2.4M 4.8k 500.18
2024-03-31 $1.8M 3.8k 480.76