Vanguard S&p 500 Etf idx shares owned by ORBA Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by ORBA Wealth Advisors
from 13F filings
Historical chart of ORBA Wealth 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 ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by ORBA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.7k | 612.25 |
| 2025-06-30 | $940k | 1.7k | 568.03 |
| 2025-03-31 | $832k | 1.6k | 513.91 |
| 2024-12-31 | $872k | 1.6k | 538.81 |
| 2024-09-30 | $852k | 1.6k | 527.67 |
| 2024-06-30 | $560k | 1.1k | 500.13 |