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Vanguard S&p 500 Etf idx shares owned by Lee-Kelleher Wealth Management

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

Historical chart of Lee-Kelleher Wealth Management 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 Lee-Kelleher Wealth Management 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 Lee-Kelleher Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 5.5k 612.38
2025-06-30 $3.3M 5.7k 568.03
2025-03-31 $3.1M 6.0k 513.91
2024-12-31 $3.2M 6.0k 538.81

More positions owned by Lee-Kelleher Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p Mc 400gr Etf (IJK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Lee-Kelleher Wealth Management

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