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Vanguard S&p 500 Etf idx shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

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

Historical chart of Carlton, Hoffferkamp & Jenks 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 Carlton, Hoffferkamp & Jenks Wealth Management 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 Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 11k 630.03
2025-06-30 $5.8M 10k 583.21
2025-03-31 $4.5M 9.3k 483.24
2024-12-31 $4.4M 8.0k 555.61
2024-09-30 $3.3M 6.4k 523.76
2024-06-30 $2.7M 5.5k 498.11
2024-03-31 $2.1M 4.6k 462.54
2023-12-31 $1.6M 3.7k 445.96
2023-09-30 $1.2M 3.2k 383.76
2023-06-30 $1.2M 2.8k 410.41
2023-03-31 $992k 2.6k 379.19
2022-12-31 $1.0M 2.8k 372.87
2022-09-30 $944k 2.7k 343.90
2022-06-30 $981k 2.7k 357.38
2022-03-31 $1.1M 2.6k 411.70
2021-12-31 $963k 2.4k 399.42
2021-09-30 $1.0M 2.3k 431.28
2021-06-30 $767k 1.9k 396.38
2021-03-31 $630k 1.6k 383.44
2020-12-31 $481k 1.4k 348.05
2020-09-30 $384k 1.2k 327.92
2020-06-30 $264k 883 298.98
2020-03-31 $209k 775 269.68
2019-12-31 $230k 775 296.77
2019-09-30 $209k 775 269.68
2019-06-30 $212k 775 273.55
2019-03-31 $203k 782 259.59
2018-09-30 $215k 807 266.42
2018-06-30 $208k 832 250.00
2017-12-31 $215k 880 244.32

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
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