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Vanguard S&p 500 Etf idx shares owned by Leeward Financial Partners

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

Historical chart of Leeward Financial Partners investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Leeward Financial Partners 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 Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 894 480.70
2023-12-31 $391k 894 436.80
2023-09-30 $353k 898 392.70
2023-06-30 $287k 704 407.28
2023-03-31 $339k 902 375.94
2022-12-31 $269k 766 351.19

More positions owned by Leeward Financial Partners

Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Large Cap Etf (VV)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Eaton Corp SHS (ETN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Leeward Financial Partners

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx