Vanguard S&p 500 Etf idx shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 45k | 612.39 |
| 2025-06-30 | $26M | 46k | 568.03 |
| 2025-03-31 | $23M | 44k | 513.91 |
| 2024-12-31 | $23M | 43k | 538.81 |
| 2024-09-30 | $22M | 42k | 527.66 |
| 2024-06-30 | $21M | 42k | 500.13 |
| 2024-03-31 | $20M | 41k | 480.70 |
| 2023-12-31 | $17M | 40k | 436.80 |
| 2023-09-30 | $15M | 38k | 392.70 |
| 2023-06-30 | $15M | 36k | 407.28 |
| 2023-03-31 | $13M | 34k | 376.07 |
| 2022-12-31 | $9.8M | 27k | 364.29 |
| 2022-09-30 | $8.7M | 26k | 328.32 |
| 2022-06-30 | $9.3M | 27k | 346.87 |
| 2022-03-31 | $11M | 27k | 415.19 |
| 2021-12-31 | $12M | 28k | 436.58 |
| 2021-06-30 | $11M | 27k | 393.54 |
| 2021-03-31 | $9.8M | 27k | 364.29 |
| 2020-12-31 | $279k | 813 | 343.17 |
| 2020-09-30 | $224k | 728 | 307.69 |