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Vanguard S&p 500 Etf idx shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning 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 Falcon Wealth Planning 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 2.1k 527.76
2024-06-30 $430k 861 499.88
2024-03-31 $693k 1.4k 480.85
2023-12-31 $402k 922 436.39
2023-09-30 $261k 665 392.42

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Apple (AAPL)
Vanguard World Mega Grwth Ind (MGK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr S&P SML 600 GWT (IJT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Falcon Wealth Planning

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