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Vanguard S&p 500 Etf idx shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth 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 Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.3M 21k 436.81
2023-09-30 $8.8M 22k 392.70
2023-06-30 $9.1M 22k 407.28
2023-03-31 $8.5M 23k 376.07
2022-12-31 $7.6M 22k 351.34

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth 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