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Vanguard S&p 500 Etf idx shares owned by H&H Retirement Design & Management

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

Historical chart of H&H Retirement Design & Management 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 H&H Retirement Design & 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 H&H Retirement Design & Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $302k 660 458.07
2023-09-30 $262k 660 396.42

More positions owned by H&H Retirement Design & Management

Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard World Extended Dur (EDV)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Divd (DES)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Energy (XLE)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Technology (XLK)

View all positions for H&H Retirement Design & Management

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