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Vanguard S&p 500 Etf idx shares owned by Carter Financial

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

Historical chart of Carter Financial investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Carter Financial 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 Carter Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $778k 1.2k 627.13

More positions owned by Carter Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Global X Fds S&p 500 Catholic (CATH)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Carter Financial

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