Vanguard S&p 500 Etf idx shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Modern 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 Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 69k | 612.28 |
| 2025-06-30 | $44M | 77k | 567.92 |
| 2025-03-31 | $40M | 78k | 513.81 |
| 2024-12-31 | $41M | 76k | 538.69 |
| 2024-09-30 | $38M | 73k | 527.53 |
| 2024-06-30 | $36M | 72k | 499.98 |
| 2024-03-31 | $35M | 73k | 480.53 |
| 2023-12-31 | $30M | 68k | 436.80 |