Vanguard S&p 500 Etf idx shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 89k | 614.16 |
| 2025-06-30 | $777k | 1.4k | 568.18 |
| 2025-03-31 | $1.9M | 3.7k | 513.97 |
| 2024-12-31 | $1.7M | 3.2k | 538.85 |
| 2024-09-30 | $531k | 1.0k | 527.73 |
| 2024-06-30 | $249k | 497 | 500.25 |
| 2024-03-31 | $357k | 743 | 480.79 |
| 2023-03-31 | $228k | 605 | 376.14 |
More positions owned by Mount Yale Investment Advisors
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