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Vanguard S&p 500 Etf idx shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $381k 761 500.09
2024-03-31 $283k 589 480.65
2023-12-31 $227k 519 436.91
2023-09-30 $153k 389 392.70
2023-06-30 $151k 371 407.28
2023-03-31 $126k 336 376.07