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Vanguard S&p 500 Etf idx shares owned by Partners Wealth Management

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

Historical chart of Partners Wealth Management 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 Partners Wealth Management 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 Partners Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 2.2k 627.25
2025-09-30 $1.3M 2.2k 612.50
2025-06-30 $1.3M 2.6k 515.89
2025-03-31 $1.3M 2.6k 514.00

More positions owned by Partners Wealth Management

Apple (AAPL)
Starboard Invt Tr Adaptive Alpha (AGOX)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Starboard Invt Tr Adaptive Hdgd Mu (AMAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Starboard Invt Tr Rh Tactical Rot (RHRX)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
At&t (T)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Bondbloxx Etf Trust Bloomberg Three (XTRE)
Exxon Mobil Corporation (XOM)

View all positions for Partners Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

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

View all funds holding Vanguard S&p 500 Etf idx