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Vanguard S&p 500 Etf idx shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 6.0k 597.55
2025-12-31 $3.6M 5.7k 627.13
2025-09-30 $3.0M 5.0k 612.38
2025-06-30 $2.8M 4.9k 567.77
2025-03-31 $3.4M 6.5k 515.80
2024-12-31 $3.4M 6.3k 538.81