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Vanguard S&p 500 Etf idx shares owned by Matrix Trust

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Matrix Trust from 13F filings

Historical chart of Matrix Trust investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Matrix Trust 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 Matrix Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $23M 44k 527.66
2020-03-31 $20M 86k 236.82
2019-12-31 $26M 87k 295.80
2019-09-30 $24M 87k 272.60
2019-06-30 $23M 87k 269.15

More positions owned by Matrix Trust

Ishares Tr MRNGSTR LG-CP VL (ILCV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr S&p 500 Index (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Hartford Fds Exchange Traded Hartford Quality (QUVU)
Ishares Tr Mrgstr Md Cp Val (IMCV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Matrix Trust

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx