Vanguard S&p 500 Etf idx shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client 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 Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $916k | 1.5k | 612.34 |
| 2025-06-30 | $856k | 1.5k | 568.17 |
| 2025-03-31 | $774k | 1.5k | 514.03 |
| 2024-12-31 | $841k | 1.6k | 538.72 |
| 2024-09-30 | $799k | 1.5k | 527.60 |
| 2024-03-31 | $707k | 1.5k | 480.57 |
| 2023-12-31 | $769k | 1.8k | 436.71 |
| 2023-06-30 | $851k | 2.1k | 407.27 |
| 2023-03-31 | $804k | 2.1k | 376.06 |
| 2022-12-31 | $761k | 2.2k | 351.33 |
| 2022-09-30 | $711k | 2.2k | 328.41 |
| 2022-06-30 | $776k | 2.2k | 346.89 |
| 2022-03-31 | $821k | 2.0k | 415.07 |
More positions owned by Forum Private Client Group
View all positions for Forum Private Client Group