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Vanguard S&p 500 Etf idx shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth 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 Pasadena Private Wealth 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 Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 6.7k 612.34
2025-06-30 $3.7M 6.6k 568.03
2025-03-31 $4.4M 8.6k 513.91

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds 1-3 Month T-bill (CLIP)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Enhanced Intl (FENI)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Fundamental Us L (FNDX)
Tcw Etf Trust Flexible Income (FLXR)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)

View all positions for Pasadena Private Wealth

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx