Vanguard S&p 500 Etf idx shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Grubman Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $15M | 27k | 569.77 |
| 2025-03-31 | $13M | 25k | 513.91 |
| 2024-12-31 | $14M | 26k | 538.82 |
| 2024-09-30 | $14M | 26k | 529.31 |
| 2024-06-30 | $14M | 27k | 501.91 |
| 2024-03-31 | $13M | 28k | 480.70 |
| 2023-12-31 | $13M | 29k | 436.80 |
| 2023-09-30 | $12M | 30k | 394.19 |
| 2023-06-30 | $13M | 31k | 408.85 |
| 2023-03-31 | $13M | 35k | 376.08 |
| 2022-12-31 | $13M | 36k | 351.34 |
| 2022-09-30 | $10M | 31k | 329.86 |
| 2022-06-30 | $11M | 33k | 348.31 |
| 2022-03-31 | $7.4M | 18k | 415.16 |
| 2021-12-31 | $7.9M | 18k | 436.60 |
| 2021-09-30 | $8.4M | 21k | 395.74 |
| 2021-06-30 | $8.3M | 21k | 394.86 |
| 2021-03-31 | $7.8M | 22k | 364.31 |
| 2020-12-31 | $6.8M | 20k | 343.67 |
| 2020-09-30 | $6.0M | 19k | 308.98 |
| 2020-06-30 | $5.6M | 20k | 284.84 |
| 2020-03-31 | $4.3M | 18k | 236.79 |
| 2019-12-31 | $1.4M | 4.8k | 295.80 |
| 2019-09-30 | $1.4M | 5.2k | 273.90 |
| 2019-06-30 | $1.5M | 5.4k | 270.47 |
| 2019-03-31 | $1.4M | 5.4k | 259.62 |
| 2018-12-31 | $1.3M | 5.6k | 229.73 |