Vanguard S&p 500 Etf idx shares owned by CWM
Historical chart of CWM investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by CWM 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 CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $140M | 229k | 612.38 |
| 2025-06-30 | $129M | 227k | 568.03 |
| 2025-03-31 | $119M | 232k | 513.91 |
| 2024-12-31 | $127M | 235k | 538.81 |
| 2024-09-30 | $40M | 75k | 527.68 |
| 2024-06-30 | $38M | 77k | 500.12 |
| 2024-03-31 | $39M | 80k | 480.70 |
| 2023-12-31 | $39M | 89k | 436.80 |
| 2023-09-30 | $27M | 68k | 392.70 |
| 2023-06-30 | $28M | 69k | 407.28 |
| 2023-03-31 | $25M | 65k | 376.08 |
| 2022-12-31 | $25M | 71k | 351.34 |
| 2022-09-30 | $18M | 56k | 328.29 |
| 2022-06-30 | $19M | 55k | 346.87 |
| 2022-03-31 | $22M | 52k | 415.16 |
| 2021-12-31 | $22M | 51k | 436.57 |
| 2021-06-30 | $21M | 52k | 393.53 |
| 2021-03-31 | $21M | 52k | 393.53 |
| 2020-12-31 | $21M | 52k | 393.53 |
| 2020-09-30 | $21M | 52k | 393.53 |
| 2020-06-30 | $21M | 52k | 393.53 |
| 2020-03-31 | $21M | 52k | 393.53 |
| 2019-12-31 | $21M | 52k | 393.53 |
| 2019-09-30 | $21M | 52k | 393.53 |
| 2019-06-30 | $1.9M | 7.0k | 269.13 |
| 2019-03-31 | $545k | 2.1k | 259.65 |
| 2018-12-31 | $761k | 3.3k | 229.84 |
| 2018-09-30 | $443k | 1.7k | 267.35 |
| 2018-06-30 | $4.0k | 18 | 222.22 |
| 2018-03-31 | $2.0k | 8 | 250.00 |
| 2017-12-31 | $39k | 158 | 246.84 |
| 2017-09-30 | $35k | 150 | 233.33 |
| 2017-03-31 | $54k | 249 | 216.87 |
| 2016-03-31 | $52k | 275 | 189.09 |
| 2015-12-31 | $10k | 55 | 181.82 |
| 2015-09-30 | $10k | 55 | 181.82 |