Duncan Williams Asset Management »

Vanguard S&p 500 Etf idx shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management 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 Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 16k 612.38
2025-06-30 $43M 75k 568.03
2025-03-31 $7.5M 15k 513.91
2024-12-31 $7.6M 14k 538.81
2024-09-30 $231k 437 527.67