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Vanguard S&p 500 Etf idx shares owned by Larry Mathis Financial Planning

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

Historical chart of Larry Mathis Financial Planning investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Larry Mathis Financial Planning 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 Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.2M 8.3k 627.13

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Goldman Sachs Group
Capula Management
Acorns Advisers
Natixis
Rockefeller Capital Management
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Vanguard S&p 500 Etf idx