Vanguard S&p 500 Etf idx shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $43M | 70k | 612.37 |
| 2025-06-30 | $33M | 64k | 513.91 |
| 2024-12-31 | $33M | 62k | 538.80 |
| 2024-09-30 | $33M | 63k | 527.67 |
| 2024-06-30 | $33M | 65k | 500.12 |
| 2024-03-31 | $32M | 67k | 480.71 |
| 2023-12-31 | $30M | 69k | 436.80 |
| 2023-09-30 | $28M | 71k | 392.69 |
| 2023-06-30 | $28M | 69k | 407.27 |
| 2023-03-31 | $24M | 69k | 351.34 |
| 2022-12-31 | $23M | 69k | 328.30 |
| 2022-09-30 | $23M | 69k | 328.30 |
| 2022-06-30 | $24M | 69k | 346.87 |
| 2022-03-31 | $29M | 69k | 415.17 |
| 2021-12-31 | $31M | 71k | 436.58 |
| 2021-09-30 | $29M | 74k | 394.40 |
| 2021-06-30 | $30M | 77k | 393.52 |
| 2021-03-31 | $42M | 116k | 364.30 |
| 2020-12-31 | $42M | 123k | 343.69 |
| 2020-09-30 | $30M | 98k | 307.65 |
| 2020-06-30 | $17M | 60k | 283.44 |
| 2020-03-31 | $88k | 373 | 235.92 |
| 2019-12-31 | $465k | 1.6k | 295.61 |
| 2019-09-30 | $456k | 1.7k | 272.40 |
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