Vanguard S&p 500 Etf idx shares owned by Calton & Associates
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 11k | 612.39 |
| 2025-06-30 | $5.3M | 9.4k | 568.01 |
| 2025-03-31 | $479k | 7.6k | 62.75 |
| 2024-12-31 | $1.9M | 3.6k | 538.74 |
| 2024-09-30 | $1.7M | 32k | 52.86 |
| 2024-06-30 | $1.2M | 2.5k | 500.10 |
| 2024-03-31 | $1.2M | 2.4k | 480.66 |
| 2023-12-31 | $2.3M | 5.2k | 436.77 |
| 2023-06-30 | $2.1M | 5.2k | 407.30 |
| 2023-03-31 | $2.2M | 5.8k | 376.07 |
| 2022-12-31 | $2.0M | 5.8k | 351.35 |
| 2022-09-30 | $1.3M | 4.1k | 328.29 |
| 2022-06-30 | $1.4M | 4.2k | 346.68 |
| 2022-03-31 | $1.6M | 3.8k | 415.13 |
| 2021-12-31 | $1.7M | 3.9k | 436.61 |
| 2021-09-30 | $1.5M | 3.8k | 394.35 |
| 2021-06-30 | $1.4M | 3.6k | 393.85 |
| 2021-03-31 | $1.4M | 4.0k | 364.21 |
| 2020-12-31 | $1.5M | 4.4k | 343.67 |
| 2020-09-30 | $1.3M | 4.2k | 307.75 |
| 2020-06-30 | $1.2M | 4.1k | 283.45 |
| 2020-03-31 | $1.1M | 4.4k | 236.93 |
| 2019-12-31 | $2.4M | 8.2k | 295.80 |
| 2019-09-30 | $1.4M | 5.3k | 272.62 |
| 2019-06-30 | $1.0M | 3.8k | 269.05 |
| 2019-03-31 | $696k | 2.7k | 259.51 |
| 2018-12-31 | $624k | 2.7k | 229.83 |
| 2018-09-30 | $668k | 2.5k | 267.09 |
| 2018-06-30 | $571k | 2.2k | 262.05 |
| 2018-03-31 | $513k | 2.1k | 241.87 |
| 2017-12-31 | $172k | 664 | 259.04 |