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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

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Quarterly 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