Vanguard S&p 500 Etf idx shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services 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 Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 3.2k | 538.81 |
| 2024-09-30 | $1.6M | 3.0k | 527.67 |
| 2024-06-30 | $1.5M | 3.1k | 500.13 |
| 2024-03-31 | $1.3M | 2.6k | 480.70 |
| 2023-12-31 | $1.6M | 3.7k | 436.80 |
| 2023-09-30 | $374k | 951 | 392.70 |
| 2023-06-30 | $683k | 1.7k | 407.28 |
| 2023-03-31 | $253k | 673 | 376.07 |
| 2022-12-31 | $574k | 1.6k | 351.34 |
| 2022-09-30 | $222k | 678 | 327.43 |
| 2022-06-30 | $300k | 867 | 346.02 |
| 2022-03-31 | $435k | 1.1k | 414.29 |
| 2021-12-31 | $333k | 765 | 435.29 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services