Vanguard S&p 500 Etf idx shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $81k | 133 | 612.38 |
| 2025-06-30 | $76k | 133 | 568.03 |
| 2025-03-31 | $68k | 133 | 513.91 |
| 2024-12-31 | $7.5k | 14 | 538.79 |
| 2024-09-30 | $70k | 133 | 527.67 |
| 2024-06-30 | $7.0k | 14 | 500.14 |
| 2024-03-31 | $6.7k | 14 | 480.71 |
| 2023-12-31 | $64k | 147 | 436.80 |