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Vanguard S&p 500 Etf idx shares owned by Ballentine Partners

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

Historical chart of Ballentine Partners investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Ballentine Partners 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 Ballentine Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $52M 108k 480.70
2023-12-31 $48M 109k 436.80
2023-09-30 $43M 111k 392.70
2023-06-30 $45M 111k 407.28
2023-03-31 $42M 113k 376.07
2022-12-31 $41M 117k 351.34
2022-09-30 $36M 111k 328.30
2022-06-30 $39M 112k 346.88
2022-03-31 $48M 115k 415.17
2021-12-31 $52M 119k 436.57
2021-09-30 $47M 120k 394.40
2021-06-30 $47M 120k 393.52
2021-03-31 $45M 124k 364.30
2020-12-31 $46M 134k 343.69
2020-09-30 $37M 120k 307.65
2020-06-30 $35M 122k 283.43
2020-03-31 $15M 63k 236.81
2019-12-31 $6.9M 24k 295.82
2019-09-30 $6.2M 23k 272.61
2019-06-30 $4.1M 15k 269.17
2019-03-31 $3.8M 15k 259.51
2018-12-31 $3.3M 15k 229.81
2018-09-30 $4.0M 15k 267.07
2018-06-30 $3.2M 13k 249.55
2018-03-31 $2.0M 8.2k 242.08
2017-12-31 $2.5M 10k 245.26
2017-09-30 $2.5M 11k 230.78
2017-06-30 $2.4M 10k 227.19
2017-03-31 $2.8M 13k 216.39
2016-12-31 $515k 2.5k 205.26
2016-09-30 $499k 2.5k 198.88
2016-06-30 $482k 2.5k 192.11
2016-03-31 $473k 2.5k 188.52
2015-12-31 $469k 2.5k 186.93
2015-09-30 $441k 2.5k 175.77
2015-06-30 $474k 2.5k 188.92
2014-09-30 $272k 1.5k 180.85

More positions owned by Ballentine Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Large Cap Etf (VV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Ballentine Partners

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx