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Vanguard S&p 500 Etf idx shares owned by Fulcrum Wealth Advisors

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

Historical chart of Fulcrum Wealth Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Fulcrum Wealth 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 Fulcrum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1M 9.7k 627.13

More positions owned by Fulcrum Wealth Advisors

Etfs Gold Tr Physcl Gold Shs (SGOL)
Sprott Asset Management Physical Gold Tr (PHYS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Cummins (CMI)
International Business Machines (IBM)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Ge Aerospace Com New (GE)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)
Apple (AAPL)

View all positions for Fulcrum Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
Teacher Retirement System Of Texas
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx