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Vanguard S&p 500 Etf idx shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys Wealth Advisors 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 Integrys Wealth Advisors 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 Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 2.9k 627.18
2025-06-30 $723k 1.3k 568.03

More positions owned by Integrys Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Abbvie (ABBV)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Integrys Wealth Advisors

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