Cardinal Point Wealth Management »

Vanguard S&p 500 Etf idx shares owned by Cardinal Point Wealth Management

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

Historical chart of Cardinal Point Wealth Management 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 Cardinal Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Cardinal Point Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $958k 2.4k 395.54
2021-06-30 $1.0M 2.6k 394.92
2021-03-31 $882k 2.4k 364.16
2020-12-31 $832k 2.4k 343.52

More positions owned by Cardinal Point Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Gold Tr Ishares New (IAU)
Ark Etf Tr Innovation Etf (ARKK)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Firstservice Corp (FSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Cardinal Point Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx