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

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 14k 480.69
2023-12-31 $5.1M 12k 436.79
2023-09-30 $5.5M 14k 392.71
2023-06-30 $4.9M 12k 407.29
2023-03-31 $4.0M 11k 376.06
2022-12-31 $5.0M 14k 351.34
2022-09-30 $3.6M 11k 328.27
2022-06-30 $3.8M 11k 346.84
2022-03-31 $4.5M 11k 415.18
2021-12-31 $4.7M 11k 436.55
2021-09-30 $4.7M 12k 394.40
2021-06-30 $5.0M 13k 393.55
2021-03-31 $4.6M 13k 364.32
2020-12-31 $4.2M 12k 343.65
2020-09-30 $3.9M 13k 307.61
2020-06-30 $3.3M 12k 283.45
2020-03-31 $2.9M 12k 236.81
2019-12-31 $3.3M 11k 295.81
2019-09-30 $2.8M 10k 272.61
2019-06-30 $2.6M 9.5k 269.12
2019-03-31 $2.5M 9.5k 259.53
2018-12-31 $2.2M 9.5k 229.85
2018-09-30 $2.6M 9.7k 267.10
2018-06-30 $1.9M 7.5k 249.53
2018-03-31 $1.8M 7.3k 242.07
2017-12-31 $2.0M 8.3k 245.32
2017-09-30 $1.5M 6.7k 230.69
2017-06-30 $1.5M 6.6k 222.10
2017-03-31 $1.4M 6.6k 216.31
2016-12-31 $1.3M 6.6k 205.34
2016-09-30 $657k 3.3k 198.61
2016-06-30 $468k 2.4k 192.04
2016-03-31 $507k 2.7k 188.62
2015-12-31 $348k 1.9k 186.90
2015-09-30 $327k 1.9k 175.62
2015-06-30 $352k 1.9k 189.04

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx