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Vanguard S&p 500 Etf idx shares owned by Meritas Wealth Management

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

Historical chart of Meritas Wealth Management 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 Meritas Wealth Management 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 Meritas Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $245k 509 480.70
2023-12-31 $222k 509 436.80
2023-06-30 $207k 509 407.28

More positions owned by Meritas Wealth Management

Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Etf (DFUS)
Sentinelone Cl A (S)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Meritas Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Global Assets Advisory
HPM Partners
Mercer Global Advisors
UBS Group
Assetmark
Raymond James Financial Services Advisors

View all funds holding Vanguard S&p 500 Etf idx