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Vanguard S&p 500 Etf idx shares owned by Castle Rock Wealth Management

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

Historical chart of Castle Rock 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 Castle Rock 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 Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 349 686.09
2017-12-31 $209k 852 245.31

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Apple (AAPL)
Ishares Tr TRS FLT RT BD (TFLO)
Chevron Corporation (CVX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Palo Alto Networks (PANW)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mth Treasury (SGOV)
Micron Technology (MU)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Broadcom (AVGO)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Castle Rock Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Envestnet Asset Management
Acorns Advisers
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Natixis
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx