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
Download as csvQuarterly 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 |