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Vanguard S&p 500 Etf idx shares owned by Joule Financial

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

Historical chart of Joule Financial 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 Joule Financial 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 Joule Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $268k 498 538.81
2024-09-30 $267k 505 529.31
2024-06-30 $239k 477 501.91
2024-03-31 $221k 460 480.70
2023-12-31 $243k 555 436.92

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors (TSLA)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)

View all positions for Joule Financial

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Bank of America Corporation
Jpmorgan Chase & Co
Raymond James & Associates
Morgan Stanley
CalPERS
Goldman Sachs Group
Envestnet Asset Management
Jones Financial Companies, L.L
Acorns Advisers
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx