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Vanguard S&p 500 Etf idx shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors 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 Compass Ion Advisors 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 Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 3.6k 612.40
2025-06-30 $1.9M 3.3k 567.98
2025-03-31 $1.4M 2.8k 513.92
2024-12-31 $1.6M 2.9k 538.81
2024-09-30 $1.5M 2.8k 527.60
2024-06-30 $1.7M 3.6k 480.75
2024-03-31 $1.7M 3.6k 480.75
2023-12-31 $1.1M 2.5k 436.88
2023-09-30 $2.3M 5.7k 392.71
2021-12-31 $316k 723 437.07
2021-09-30 $578k 1.5k 394.27
2021-06-30 $497k 1.3k 393.51
2021-03-31 $418k 1.1k 364.75
2020-12-31 $345k 1.0k 343.28