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
Download as csvQuarterly 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 |