Vanguard S&p 500 Etf idx shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 46k | 612.38 |
| 2025-06-30 | $24M | 41k | 568.03 |
| 2025-03-31 | $23M | 45k | 513.92 |
| 2024-12-31 | $19M | 35k | 538.80 |
| 2024-09-30 | $19M | 35k | 527.67 |
| 2024-06-30 | $17M | 34k | 500.13 |
| 2024-03-31 | $16M | 33k | 480.70 |
| 2023-12-31 | $15M | 34k | 436.79 |
| 2023-09-30 | $13M | 33k | 392.70 |
| 2023-06-30 | $14M | 34k | 407.28 |
| 2023-03-31 | $12M | 33k | 376.07 |
| 2022-12-31 | $11M | 32k | 351.34 |
| 2022-09-30 | $9.8M | 30k | 328.30 |
| 2022-06-30 | $9.9M | 29k | 346.86 |
| 2022-03-31 | $10M | 24k | 415.16 |
| 2021-12-31 | $9.0M | 21k | 436.56 |
| 2021-09-30 | $7.8M | 20k | 394.40 |
| 2021-06-30 | $7.4M | 19k | 393.54 |
| 2021-03-31 | $6.8M | 19k | 364.28 |
| 2020-12-31 | $5.3M | 16k | 343.72 |
| 2020-09-30 | $3.7M | 12k | 307.65 |
| 2020-06-30 | $2.9M | 10k | 283.43 |
| 2020-03-31 | $2.5M | 11k | 236.83 |
| 2019-12-31 | $1.8M | 6.0k | 295.85 |
| 2019-09-30 | $1.3M | 4.7k | 272.55 |
| 2019-06-30 | $1.2M | 4.4k | 269.26 |
| 2019-03-31 | $1.1M | 4.4k | 259.49 |
| 2018-12-31 | $1.0M | 4.4k | 229.86 |