Vanguard S&p 500 Etf idx shares owned by Independent Financial Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group 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 Independent Financial Group 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 Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $15M | 25k | 597.56 |
| 2025-09-30 | $19M | 30k | 612.38 |
| 2025-06-30 | $16M | 27k | 568.04 |
| 2025-03-31 | $13M | 25k | 513.91 |
| 2024-12-31 | $13M | 25k | 538.82 |
| 2024-09-30 | $12M | 23k | 527.70 |
| 2024-06-30 | $10M | 21k | 500.16 |
| 2024-03-31 | $8.9M | 19k | 480.72 |
| 2023-12-31 | $7.2M | 16k | 436.81 |
| 2023-09-30 | $6.0M | 15k | 392.70 |
| 2023-06-30 | $5.4M | 13k | 407.29 |
| 2023-03-31 | $4.5M | 12k | 376.07 |
| 2022-12-31 | $3.5M | 10k | 351.35 |
| 2022-09-30 | $3.2M | 9.6k | 328.33 |
| 2022-06-30 | $3.3M | 9.5k | 346.88 |
| 2022-03-31 | $3.8M | 9.1k | 415.18 |
| 2021-12-31 | $3.9M | 9.0k | 436.57 |
| 2021-09-30 | $3.6M | 9.2k | 394.39 |
| 2021-06-30 | $3.4M | 8.6k | 393.51 |
| 2021-03-31 | $3.1M | 8.4k | 364.29 |
| 2020-12-31 | $2.8M | 8.3k | 343.68 |
| 2020-09-30 | $2.2M | 7.1k | 307.64 |
| 2020-06-30 | $1.8M | 6.4k | 283.42 |
| 2020-03-31 | $950k | 4.0k | 236.81 |
More positions owned by Independent Financial Group
View all positions for Independent Financial Group