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Vanguard S&p 500 Etf idx shares owned by Journey Beyond Wealth

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

Historical chart of Journey Beyond Wealth 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 Journey Beyond Wealth 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 Journey Beyond Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 50k 612.38
2025-06-30 $29M 52k 568.03
2025-03-31 $25M 50k 513.90

More positions owned by Journey Beyond Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)

View all positions for Journey Beyond Wealth

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
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

View all funds holding Vanguard S&p 500 Etf idx