Vanguard S&p 500 Etf idx shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $88M | 144k | 612.38 |
| 2025-06-30 | $79M | 138k | 568.03 |
| 2025-03-31 | $76M | 147k | 513.91 |
| 2024-12-31 | $79M | 146k | 538.81 |
| 2024-09-30 | $58M | 110k | 527.67 |
| 2024-06-30 | $40M | 81k | 500.13 |
| 2024-03-31 | $3.2M | 6.6k | 480.67 |
| 2023-12-31 | $2.8M | 6.4k | 436.80 |
| 2023-09-30 | $2.5M | 6.3k | 392.73 |
| 2023-06-30 | $2.6M | 6.3k | 407.26 |
| 2023-03-31 | $2.4M | 6.3k | 376.05 |
| 2022-12-31 | $2.2M | 6.3k | 351.36 |
| 2022-09-30 | $2.0M | 6.2k | 328.25 |
| 2022-06-30 | $2.2M | 6.2k | 346.87 |
| 2022-03-31 | $2.6M | 6.2k | 415.18 |
| 2021-12-31 | $2.7M | 6.2k | 436.56 |
| 2021-09-30 | $2.4M | 6.1k | 394.40 |
| 2021-06-30 | $2.4M | 6.1k | 393.47 |
| 2021-03-31 | $2.2M | 6.1k | 364.35 |
| 2020-12-31 | $2.1M | 6.1k | 343.71 |
| 2020-09-30 | $1.9M | 6.1k | 307.73 |
| 2020-06-30 | $1.7M | 6.0k | 283.37 |
| 2020-03-31 | $1.5M | 6.3k | 236.78 |