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

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

Historical chart of Ledgewood 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 Ledgewood 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 Ledgewood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 8.7k 612.40
2025-06-30 $5.0M 8.7k 568.01
2025-03-31 $4.5M 8.7k 513.89
2024-12-31 $4.7M 8.7k 538.80
2024-09-30 $4.6M 8.7k 527.65
2024-06-30 $4.3M 8.7k 500.12
2024-03-31 $4.2M 8.7k 480.69
2023-12-31 $3.8M 8.7k 436.82