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Vanguard S&p 500 Etf idx shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Evelyn Partners Investment Management 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 Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 3.5k 612.38
2025-06-30 $2.0M 3.5k 568.03

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
First Tr Exchange-traded Wtr Etf (FIW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust S&p Divid Etf (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx