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Vanguard S&p 500 Etf idx shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors 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 Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 322 686.81

More positions owned by Balanced Rock Investment Advisors

Dimensional Etf Trust International (DFSI)
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Ishares Tr Esg Msci Usa Etf (USXF)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Emer Mark Su Etf (DFSE)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Balanced Rock Investment Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Raymond James Financial
CalPERS
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Goldman Sachs Group
Envestnet Asset Management
Royal Bank of Canada
Acorns Advisers
Susquehanna International
Teacher Retirement System Of Texas
LPL Financial
Wells Fargo & Company

View all funds holding Vanguard S&p 500 Etf idx