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Vanguard S&p 500 Etf idx shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 30k 612.38
2025-06-30 $17M 31k 568.03
2025-03-31 $16M 31k 513.91
2024-12-31 $17M 32k 538.82
2024-09-30 $18M 33k 527.67
2024-06-30 $17M 34k 500.13
2024-03-31 $17M 35k 480.70
2023-12-31 $16M 35k 436.80