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Vanguard S&p 500 Etf idx shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 1.8k 612.53
2025-06-30 $895k 1.6k 568.14
2025-03-31 $784k 1.5k 514.01
2024-12-31 $575k 1.1k 538.88