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

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

Historical chart of Birchcreek Wealth Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Birchcreek Wealth Management 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 398 527.67
2024-06-30 $202k 403 500.13
2020-12-31 $173k 506 341.90

More positions owned by Birchcreek Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Short Treas Bd (SHV)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Birchcreek Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
Wells Fargo & Company
Kedalion Capital Management
LPL Financial
Mercer Global Advisors
Ameriprise Financial
HPM Partners
UBS Group

View all funds holding Vanguard S&p 500 Etf idx