Vanguard S&p 500 Etf idx shares owned by Morling Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Morling Financial Advisors
from 13F filings
Historical chart of Morling Financial Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Morling Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.9k | 612.38 |
| 2025-06-30 | $1.1M | 1.9k | 568.03 |
| 2025-03-31 | $987k | 1.9k | 513.91 |
| 2024-12-31 | $1.0M | 1.9k | 538.81 |
| 2024-09-30 | $1.0M | 1.9k | 527.67 |
| 2024-06-30 | $961k | 1.9k | 500.13 |
| 2024-03-31 | $923k | 1.9k | 480.70 |
| 2023-12-31 | $804k | 1.8k | 436.80 |
| 2023-09-30 | $690k | 1.8k | 392.70 |
| 2023-06-30 | $973k | 2.4k | 407.28 |
| 2023-03-31 | $643k | 1.7k | 376.07 |
| 2022-12-31 | $346k | 985 | 351.34 |
| 2022-09-30 | $323k | 985 | 327.92 |
| 2022-06-30 | $342k | 985 | 347.21 |
| 2022-03-31 | $409k | 985 | 415.23 |
| 2021-12-31 | $443k | 1.0k | 436.45 |
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