Vanguard S&p 500 Etf idx shares owned by Matrix Asset Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Matrix Asset Advisors
from 13F filings
Historical chart of Matrix Asset Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Matrix Asset Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 27k | 612.38 |
| 2025-06-30 | $14M | 24k | 568.05 |
| 2025-03-31 | $12M | 22k | 513.93 |
| 2024-12-31 | $11M | 20k | 538.80 |
| 2024-09-30 | $10M | 19k | 527.68 |
| 2024-06-30 | $8.8M | 18k | 500.11 |
| 2024-03-31 | $8.9M | 19k | 480.69 |
| 2023-12-31 | $6.4M | 15k | 436.79 |
| 2023-09-30 | $5.2M | 13k | 392.70 |
| 2023-06-30 | $6.1M | 15k | 407.28 |
| 2023-03-31 | $4.9M | 13k | 376.07 |
| 2022-12-31 | $4.4M | 13k | 351.35 |
| 2022-09-30 | $3.3M | 10k | 328.32 |
| 2022-06-30 | $3.4M | 9.9k | 346.92 |
| 2022-03-31 | $3.8M | 9.1k | 415.22 |
| 2021-12-31 | $3.5M | 7.9k | 436.53 |
| 2021-09-30 | $2.5M | 6.4k | 394.40 |