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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $246k 401 612.38
2025-06-30 $224k 394 568.03
2025-03-31 $203k 394 513.91
2024-12-31 $212k 394 538.81
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 Series Trust Bloomberg 3-12 M (BILS)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Msci Emrg Chn (EMXC)

View all positions for Birchcreek Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx