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Vanguard S&p 500 Etf idx shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors 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 Evernest Financial Advisors 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9M 16k 612.39
2025-06-30 $5.7M 10k 568.01
2025-03-31 $5.4M 10k 513.89
2024-12-31 $15M 29k 538.81
2024-09-30 $15M 29k 527.66
2024-06-30 $5.3M 11k 500.15
2024-03-31 $4.8M 11k 455.12
2023-12-31 $5.1M 12k 436.79

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

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