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Vanguard S&p 500 Etf idx shares owned by Heirloom Wealth Management

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

Historical chart of Heirloom 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 Heirloom Wealth Management 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 Heirloom Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.6M 3.8k 700.81
2026-06-30 $2.5M 3.6k 686.76
2026-03-31 $2.5M 4.2k 597.58

More positions owned by Heirloom Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
Goldman Sachs Physical Gold Unit (AAAU)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
NVIDIA Corporation (NVDA)
Republic Services (RSG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avan Emer Ex Etf (AVXC)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Linde SHS (LIN)
Asml Hldg Nv N Y Registry Shs (ASML)
Amazon (AMZN)

View all positions for Heirloom Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Raymond James Financial
CalPERS
Bank of America Corporation
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Goldman Sachs Group
Envestnet Asset Management
Royal Bank of Canada
Acorns Advisers
Susquehanna International
Teacher Retirement System Of Texas
LPL Financial
Wells Fargo & Company
Old Mission Capital

View all funds holding Vanguard S&p 500 Etf idx