Vanguard S&p 500 Etf idx shares owned by NEXT Financial
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $6.5M | 15k | 436.59 |
| 2021-09-30 | $10M | 26k | 394.42 |
| 2021-06-30 | $10M | 26k | 394.77 |
| 2021-03-31 | $9.0M | 25k | 364.29 |
| 2020-12-31 | $8.4M | 24k | 343.47 |
| 2020-09-30 | $7.1M | 23k | 307.63 |
| 2020-06-30 | $6.8M | 24k | 283.44 |
| 2020-03-31 | $5.9M | 25k | 236.82 |
| 2019-12-31 | $7.1M | 24k | 295.71 |
| 2019-09-30 | $5.1M | 19k | 273.14 |
| 2019-06-30 | $4.7M | 17k | 269.13 |
| 2019-03-31 | $176k | 680 | 258.33 |
| 2018-12-31 | $1.1M | 4.6k | 229.70 |
| 2018-09-30 | $61k | 227 | 268.72 |
| 2018-03-31 | $761k | 3.1k | 242.13 |
| 2017-12-31 | $225k | 916 | 245.63 |
| 2017-09-30 | $104k | 444 | 234.23 |
| 2017-06-30 | $157k | 706 | 222.38 |
| 2017-03-31 | $170k | 776 | 219.07 |
| 2016-12-31 | $619k | 3.0k | 205.17 |
| 2016-09-30 | $377k | 1.9k | 198.73 |
| 2016-06-30 | $123k | 642 | 191.59 |
| 2016-03-31 | $121k | 642 | 188.47 |
| 2015-12-31 | $378k | 2.0k | 186.48 |
| 2015-09-30 | $312k | 1.8k | 175.58 |
| 2015-06-30 | $35k | 187 | 187.17 |
| 2015-03-31 | $35k | 187 | 187.17 |
| 2014-12-31 | $216k | 1.1k | 188.65 |
| 2014-09-30 | $414k | 2.3k | 180.63 |