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Vanguard S&p 500 Etf idx shares owned by Captrust Financial Advisors

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

Historical chart of Captrust 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 Captrust Financial 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 Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $405M 926k 436.80
2023-09-30 $178M 453k 392.70
2023-06-30 $154M 379k 407.28
2023-03-31 $147M 391k 376.07
2022-12-31 $116M 330k 351.34
2022-09-30 $114M 347k 328.30
2022-06-30 $117M 337k 346.88
2022-03-31 $120M 289k 415.17
2021-12-31 $134M 306k 436.57
2021-09-30 $136M 342k 395.70
2021-06-30 $52M 131k 394.85
2021-03-31 $26M 72k 364.32
2020-12-31 $23M 68k 343.70
2020-09-30 $17M 56k 310.92
2020-06-30 $23M 79k 286.81
2020-03-31 $20M 88k 226.15
2019-12-31 $37M 123k 298.42
2019-09-30 $31M 113k 273.90
2019-06-30 $32M 117k 270.54
2019-03-31 $32M 124k 259.54
2018-12-31 $68M 294k 229.81
2018-09-30 $17M 65k 268.26
2018-06-30 $3.2M 13k 250.67
2018-03-31 $2.5M 11k 236.51
2017-12-31 $4.2M 17k 245.30
2017-09-30 $2.2M 9.6k 230.79
2017-06-30 $2.1M 9.3k 222.12
2017-03-31 $1.9M 8.6k 216.40
2016-12-31 $1.3M 6.5k 205.25
2016-09-30 $133k 693 191.92
2016-03-31 $1.1M 6.0k 188.53
2015-12-31 $912k 4.9k 187.00
2015-09-30 $1.0M 5.7k 175.80

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx