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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Marshall Financial Group 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 17k 612.38
2025-06-30 $469k 822 570.69
2025-03-31 $7.7M 15k 513.90
2021-12-31 $211k 482 437.76

More positions owned by Marshall Financial Group

Ssga Active Tr Spdr Loomis Sayl (OBND)
Janus Detroit Str Tr Henderson Securi (JSI)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Pshs Ult S&p 500 (SSO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Broadcom (AVGO)

View all positions for Marshall Financial Group

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