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Vanguard S&p 500 Etf idx shares owned by Momentum Wealth Planning

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

Historical chart of Momentum Wealth Planning 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 Momentum Wealth Planning 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 Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $761k 1.2k 614.12

More positions owned by Momentum Wealth Planning

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Semiconductr Etf (SMH)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Kraneshares Trust Csi Chi Internet (KWEB)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Nexstar Media Group Common Stock (NXST)
Goldman Sachs (GS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)

View all positions for Momentum Wealth Planning

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx