Atlantic Private Wealth »

Vanguard S&p 500 Etf idx shares owned by Atlantic Private Wealth

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

Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 869 527.67
2024-06-30 $435k 869 500.13
2024-03-31 $418k 869 480.70
2023-12-31 $380k 869 436.80
2023-09-30 $350k 891 392.70

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTF)
Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
Select Sector SPDR Etf (XLE)
iShares TR Esg Awr Etf (EAGG)
iShares iBonds Dec 2024 Term Treasury ETF Etf (IBTE)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
iShares iBonds Dec 2030 Term Treasury ETF Etf (IBTK)
iShares iBonds Dec 2029 Term Treasury ETF Etf (IBTJ)
iShares S&P 500 Etf (IVV)

View all positions for Atlantic Private Wealth

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx