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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

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Quarterly 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