Vanguard S&p 500 Etf idx shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151M | 247k | 612.38 |
| 2025-06-30 | $138M | 244k | 568.03 |
| 2025-03-31 | $125M | 244k | 513.91 |
| 2024-12-31 | $134M | 248k | 538.81 |
| 2024-09-30 | $132M | 250k | 527.67 |
| 2024-06-30 | $125M | 250k | 500.13 |
| 2024-03-31 | $122M | 254k | 480.70 |
| 2023-12-31 | $111M | 255k | 436.80 |
| 2023-09-30 | $97M | 248k | 392.70 |
| 2023-06-30 | $99M | 243k | 407.28 |
| 2023-03-31 | $88M | 234k | 376.07 |
| 2022-12-31 | $79M | 223k | 351.34 |
| 2022-09-30 | $73M | 222k | 328.30 |
| 2022-06-30 | $72M | 207k | 346.88 |
| 2022-03-31 | $84M | 203k | 415.17 |
| 2021-12-31 | $84M | 192k | 436.57 |
| 2021-09-30 | $74M | 186k | 394.40 |
| 2021-06-30 | $69M | 176k | 393.52 |
| 2021-03-31 | $59M | 163k | 364.30 |
| 2020-12-31 | $51M | 150k | 343.69 |
| 2020-09-30 | $41M | 132k | 307.65 |
| 2020-06-30 | $37M | 132k | 283.43 |
| 2020-03-31 | $30M | 126k | 236.82 |
| 2019-12-31 | $38M | 129k | 295.80 |
| 2019-09-30 | $32M | 117k | 272.60 |
| 2019-06-30 | $31M | 116k | 269.15 |
| 2019-03-31 | $30M | 115k | 259.54 |
| 2018-12-31 | $26M | 114k | 229.81 |
| 2018-09-30 | $31M | 116k | 267.05 |
| 2018-06-30 | $25M | 102k | 249.51 |
| 2018-03-31 | $25M | 102k | 242.08 |
| 2017-12-31 | $25M | 103k | 245.29 |