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Vanguard S&p 500 Etf idx shares owned by Ballast Advisors

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

Historical chart of Ballast 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 Ballast 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 Ballast Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $86k 140 612.38
2025-06-30 $28k 48 572.94
2025-03-31 $21k 40 513.90