Vanguard S&p 500 Etf idx shares owned by Ashford Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Ashford Advisors
from 13F filings
Historical chart of Ashford Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Ashford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $419k | 682 | 614.12 |
| 2025-06-30 | $388k | 6.3k | 62.02 |
| 2025-03-31 | $721k | 1.4k | 513.91 |
| 2024-12-31 | $755k | 1.4k | 538.81 |
| 2024-09-30 | $740k | 1.4k | 527.67 |
| 2024-06-30 | $704k | 1.4k | 501.95 |
| 2024-03-31 | $746k | 1.6k | 480.70 |
| 2023-12-31 | $678k | 1.6k | 436.80 |
| 2023-09-30 | $610k | 1.6k | 392.70 |
| 2023-06-30 | $293k | 720 | 407.28 |
| 2023-03-31 | $271k | 720 | 376.07 |
| 2022-12-31 | $253k | 720 | 351.34 |
| 2022-09-30 | $236k | 720 | 327.78 |
| 2022-06-30 | $250k | 720 | 347.22 |
| 2022-03-31 | $299k | 720 | 415.28 |
| 2021-12-31 | $314k | 720 | 436.11 |
| 2021-09-30 | $284k | 720 | 394.44 |
| 2021-06-30 | $283k | 720 | 393.06 |
| 2021-03-31 | $262k | 720 | 363.89 |
| 2020-12-31 | $248k | 720 | 344.44 |