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Vanguard S&p 500 Etf idx shares owned by IAM Advisory

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

Historical chart of IAM Advisory 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 IAM Advisory 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 IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 331 626.99
2021-06-30 $26M 66k 393.52

More positions owned by IAM Advisory

Capital Group Dividend Value Shs Creation Uni (CGDV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Proshares Tr S&p 500 Dv Arist (NOBL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Growth Etf Shs Creation Uni (CGGR)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Vaneck Etf Trust Semiconductr Etf (SMH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Broadcom (AVGO)
Apple (AAPL)
Eli Lilly & Co. (LLY)

View all positions for IAM Advisory

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners
UBS Group

View all funds holding Vanguard S&p 500 Etf idx