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

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

Historical chart of Bannerman Wealth Management 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 Bannerman Wealth Management 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 Bannerman Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $474k 794 597.25
2025-09-30 $372k 608 611.98
2025-06-30 $365k 643 567.68
2025-03-31 $330k 643 513.59
2024-12-31 $303k 562 538.43