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Vanguard S&p 500 Etf idx shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors 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 Mountain Capital Investment Advisors 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 Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $723k 1.2k 614.48
2025-06-30 $628k 1.1k 567.73
2025-03-31 $631k 1.3k 502.41
2024-12-31 $53M 96k 549.46
2024-09-30 $16M 30k 548.74
2024-06-30 $4.9M 9.4k 516.14
2024-03-31 $211k 442 477.52
2023-12-31 $247k 565 436.41
2023-09-30 $256k 631 405.01
2023-06-30 $347k 831 417.54
2023-03-31 $280k 736 379.92
2022-12-31 $214k 595 358.87
2020-12-31 $5.9M 17k 343.72