Vanguard S&p 500 Etf idx shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $160M | 262k | 612.38 |
| 2025-06-30 | $136M | 239k | 568.03 |
| 2025-03-31 | $123M | 239k | 513.91 |
| 2024-12-31 | $127M | 236k | 538.81 |
| 2024-09-30 | $122M | 230k | 527.67 |
| 2024-06-30 | $115M | 230k | 500.13 |
| 2024-03-31 | $100M | 209k | 480.70 |
| 2023-12-31 | $85M | 194k | 436.80 |
| 2023-09-30 | $72M | 183k | 392.70 |
| 2023-06-30 | $50M | 132k | 377.56 |
| 2023-03-31 | $50M | 132k | 376.00 |
| 2022-12-31 | $38M | 108k | 351.34 |
| 2022-09-30 | $34M | 102k | 328.30 |
| 2022-06-30 | $12M | 35k | 351.05 |
| 2022-03-31 | $5.8M | 14k | 415.14 |
| 2021-06-30 | $4.4M | 11k | 393.50 |
| 2021-03-31 | $2.1M | 5.7k | 364.35 |
| 2020-12-31 | $1.4M | 3.9k | 343.63 |