Vanguard S&p 500 Etf idx shares owned by Birch Financial Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Birch Financial Group
from 13F filings
Historical chart of Birch Financial Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Birch Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.7M | 14k | 612.40 |
| 2025-06-30 | $7.5M | 13k | 568.03 |
| 2025-03-31 | $6.4M | 13k | 513.90 |
| 2024-12-31 | $2.5M | 4.7k | 538.84 |
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