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Vanguard S&p 500 Etf idx shares owned by Carson Advisory

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

Historical chart of Carson 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 Carson 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 Carson Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $662k 1.1k 612.16
2025-06-30 $593k 1.0k 568.07
2025-03-31 $487k 947 513.95
2024-12-31 $472k 875 539.08
2024-09-30 $416k 788 527.39
2024-06-30 $207k 414 500.37
2024-03-31 $225k 468 480.91
2023-12-31 $214k 490 436.67