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Vanguard S&p 500 Etf idx shares owned by Capital Management Associates

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

Historical chart of Capital Management Associates 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 Capital Management Associates 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 Capital Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 46k 612.39
2025-06-30 $26M 46k 568.02
2025-03-31 $39M 75k 513.91
2024-12-31 $24M 45k 538.81
2024-09-30 $23M 43k 527.67
2024-06-30 $19M 38k 500.14
2024-03-31 $18M 38k 480.70
2023-12-31 $16M 38k 436.80

More positions owned by Capital Management Associates

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
General Mills (GIS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Pimco Etf Tr 0-5 High Yield (HYS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Capital Management Associates

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
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Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx