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Vanguard S&p 500 Etf idx shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $500k 814 614.25
2025-09-30 $446k 785 567.58
2025-06-30 $457k 787 581.04

More positions owned by Balanced Wealth Group

Spdr Series Trust State Street Spd (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SPYG)
Apple (AAPL)
Principal Exchange Traded Active High Yl (YLD)
Spdr Series Trust State Street Spd (MDYV)
Spdr Series Trust State Street Spd (MDYG)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
First Tr Exchange-traded SHS (FVD)

View all positions for Balanced Wealth Group

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Canerector
Jpmorgan Chase & Co
Goldman Sachs Group
Jones Financial Companies, L.L
Capula Management
Acorns Advisers
Natixis
Rockefeller Capital Management
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard S&p 500 Etf idx