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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
2026-03-31 $2.5M 4.2k 597.58

More positions owned by Heirloom Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Republic Services (RSG)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Linde SHS (LIN)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Asml Hldg Nv N Y Registry Shs (ASML)
Apple (AAPL)
Parker-Hannifin Corporation (PH)

View all positions for Heirloom Wealth Management

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
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors
Ameriprise Financial
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx