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

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

Historical chart of Brass Tax 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 Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 61k 527.67
2024-06-30 $28M 56k 500.13
2024-03-31 $21M 43k 480.70

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Procter & Gamble Company (PG)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Sp500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Dj Internt Idx (FDN)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Brass Tax Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx