Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Vanguard S&p 500 Etf idx shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth 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 Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 13k 527.67
2024-06-30 $6.6M 13k 500.13
2024-03-31 $6.4M 13k 480.71
2023-12-31 $5.6M 13k 436.81
2023-09-30 $4.3M 11k 392.70
2023-06-30 $4.4M 11k 407.27
2023-03-31 $4.2M 11k 376.07
2022-12-31 $4.7M 14k 351.33
2022-09-30 $4.6M 14k 328.32
2022-06-30 $3.9M 11k 346.87
2022-03-31 $3.2M 7.6k 415.30
2021-12-31 $3.0M 6.8k 436.60
2021-09-30 $2.1M 5.4k 394.45
2021-06-30 $1.9M 4.9k 393.42
2021-03-31 $1.7M 4.8k 364.41
2020-12-31 $1.0M 3.0k 343.57
2020-09-30 $905k 2.9k 307.61
2020-06-30 $805k 2.8k 283.45
2020-03-31 $1.9M 7.9k 236.87
2019-12-31 $1.6M 5.4k 295.88
2019-09-30 $1.2M 4.3k 272.64
2019-06-30 $1.5M 5.6k 269.22
2019-03-31 $274k 1.1k 259.47
2018-12-31 $274k 1.2k 229.48
2018-09-30 $306k 1.1k 267.02
2018-06-30 $290k 1.2k 249.14
2018-03-31 $330k 1.4k 242.29

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx