Vanguard S&p 500 Etf idx shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory 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 Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 1.1k | 614.63 |
| 2025-06-30 | $757k | 1.3k | 568.22 |
| 2025-03-31 | $866k | 1.7k | 513.79 |
| 2024-12-31 | $618k | 1.1k | 538.66 |
| 2024-06-30 | $281k | 562 | 500.47 |
| 2024-03-31 | $1.9M | 4.0k | 480.75 |
| 2023-12-31 | $545k | 1.2k | 436.80 |
| 2023-09-30 | $204k | 519 | 392.70 |
| 2023-06-30 | $211k | 519 | 407.28 |