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Vanguard S&p 500 Etf idx shares owned by One Wealth Management Investment & Advisory Services

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

Historical chart of One Wealth Management Investment & Advisory Services investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by One Wealth Management Investment & Advisory 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 Wealth Management Investment & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 352 627.13

More positions owned by One Wealth Management Investment & Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Index Fds Total Stk Mkt (VTI)
Tesla Motors (TSLA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Frontview Reit (FVR)
Shopify Cl A Sub Vtg Shs (SHOP)
Alphabet Cap Stk Cl C (GOOG)

View all positions for One Wealth Management Investment & Advisory Services

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Goldman Sachs Group
Capula Management
Acorns Advisers
Natixis
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors
Ameriprise Financial

View all funds holding Vanguard S&p 500 Etf idx