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Vanguard S&p 500 Etf idx shares owned by Lumature Wealth Partners

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

Historical chart of Lumature Wealth Partners 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 Lumature Wealth 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 Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $24k 60 407.28

More positions owned by Lumature Wealth Partners

Broadstone Net Lease (BNL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Owl Rock Capital Corporation (OBDC)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

Top funds holding Vanguard S&p 500 Etf idx

Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
LPL Financial
HPM Partners
Royal Bank of Canada
Assetmark
Raymond James Financial Services Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
Mirae Asset Global Investments
Citigroup
Envestnet Portfolio Solutions

View all funds holding Vanguard S&p 500 Etf idx