Vanguard S&p 500 Etf idx shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2B | 2.0M | 612.38 |
| 2025-06-30 | $1.1B | 2.0M | 568.03 |
| 2025-03-31 | $933M | 1.8M | 513.91 |
| 2024-12-31 | $847M | 1.6M | 538.81 |
| 2024-06-30 | $724M | 1.4M | 500.13 |
| 2024-03-31 | $659M | 1.4M | 480.70 |
| 2023-12-31 | $502M | 1.1M | 436.80 |
| 2023-09-30 | $433M | 1.1M | 392.70 |
| 2023-06-30 | $414M | 1.0M | 407.28 |
| 2023-03-31 | $385M | 1.0M | 376.07 |
| 2022-12-31 | $304M | 864k | 351.34 |
| 2022-06-30 | $251M | 722k | 346.88 |
| 2022-03-31 | $293M | 706k | 415.17 |
| 2021-12-31 | $132M | 302k | 436.57 |
| 2021-09-30 | $118M | 299k | 394.40 |
| 2021-06-30 | $112M | 286k | 393.52 |
| 2021-03-31 | $97M | 266k | 364.30 |
| 2020-12-31 | $88M | 257k | 343.69 |
| 2020-09-30 | $69M | 224k | 307.65 |
| 2020-06-30 | $69M | 244k | 283.43 |
| 2019-12-31 | $3.4M | 11k | 295.83 |
| 2019-09-30 | $3.3M | 12k | 272.63 |
| 2016-09-30 | $2.0M | 10k | 198.74 |
| 2015-06-30 | $1.8M | 9.7k | 188.85 |
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