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

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

Historical chart of Mittelman 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 Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 40k 527.67
2024-06-30 $13M 26k 500.13
2024-03-31 $13M 27k 480.70

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)
Ishares Iboxx High Yield Uit Exchange Traded (HYG)
Spdr S&p China Etf Uit Exchange Traded (GXC)
Franklin Ftse India Etf Uit Exchange Traded (FLIN)
Ishares Core S&p 500 Uit Exchange Traded (IVV)

View all positions for Mittelman Wealth Management

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