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Vanguard S&p 500 Etf idx shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 3.5k 686.81

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Envestnet Asset Management
Acorns Advisers
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Natixis
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx