Great Oak Capital Partners »

Vanguard S&p 500 Etf idx shares owned by Great Oak Capital Partners

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

Historical chart of Great Oak Capital Partners 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 Great Oak Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Great Oak Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 3.8k 480.72
2023-12-31 $1.6M 3.7k 436.75

More positions owned by Great Oak Capital Partners

Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Msci Usa Mmentm (MTUM)
Nb Bancorp (NBBK)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Great Oak 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