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

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

Historical chart of Burling 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 Burling 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 Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 12k 612.37
2025-06-30 $5.7M 10k 568.03
2025-03-31 $4.5M 8.8k 513.91