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 |
|---|---|---|---|
| 2025-06-30 | $723k | 1.3k | 568.14 |
| 2025-03-31 | $515k | 1.0k | 514.14 |
| 2024-12-31 | $620k | 1.2k | 538.68 |
| 2024-09-30 | $491k | 931 | 527.81 |
| 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 |