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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Lummis Asset 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 Lummis Asset Management

Quarter filed Position value Share count Share price at filing
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