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Vanguard S&p 500 Etf idx shares owned by Graetz Wealth

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

Historical chart of Graetz Wealth 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 Graetz Wealth 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 Graetz Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.9M 15k 597.56

More positions owned by Graetz Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (CWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (JNK)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Ene (XLE)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Graetz Wealth

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Goldman Sachs Group
Jones Financial Companies, L.L
Capula Management
Acorns Advisers
Natixis
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors
Ameriprise Financial
HPM Partners
Marshall Wace

View all funds holding Vanguard S&p 500 Etf idx