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Vanguard S&p 500 Etf idx shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Fort Point Capital Partners 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 Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $25M 56k 436.80
2023-09-30 $23M 59k 392.70
2023-06-30 $24M 58k 407.28
2023-03-31 $13M 35k 376.07
2022-12-31 $11M 31k 351.34
2022-09-30 $11M 32k 328.32
2022-06-30 $11M 32k 346.87
2022-03-31 $17M 40k 415.17
2021-12-31 $19M 45k 436.57
2021-09-30 $16M 39k 394.40
2021-06-30 $15M 39k 393.52
2021-03-31 $12M 32k 364.29
2020-12-31 $12M 33k 343.70
2020-09-30 $13M 41k 307.64
2020-06-30 $8.7M 31k 283.43
2020-03-31 $7.9M 33k 236.82
2019-12-31 $3.7M 12k 295.80
2019-09-30 $3.7M 14k 272.58
2019-06-30 $3.9M 15k 269.17
2019-03-31 $3.7M 14k 259.55
2018-12-31 $4.4M 19k 229.83
2018-09-30 $6.0M 23k 267.06
2018-06-30 $4.5M 18k 249.50
2018-03-31 $5.0M 21k 242.09
2017-12-31 $4.3M 17k 245.31
2017-09-30 $1.5M 6.6k 230.73
2017-06-30 $1.6M 7.3k 222.10
2017-03-31 $1.6M 7.3k 216.35
2016-12-31 $2.2M 11k 207.65
2016-09-30 $2.1M 11k 198.72
2016-06-30 $2.0M 10k 192.23
2016-03-31 $1.6M 8.4k 188.53
2015-12-31 $1.6M 8.5k 186.96
2015-09-30 $2.1M 12k 175.69
2015-06-30 $1.8M 9.7k 188.84
2015-03-31 $1.3M 7.0k 189.19
2014-12-31 $1.0M 5.4k 188.39
2014-09-30 $557k 3.1k 180.67
2014-06-30 $553k 3.1k 179.37

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Phillips 66 Put Option (PSX)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Fort Point Capital Partners

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx