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Vanguard S&p 500 Etf idx shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.6M 18k 538.81
2024-09-30 $7.7M 15k 527.66
2024-06-30 $6.5M 13k 500.11
2024-03-31 $5.3M 11k 480.69
2023-12-31 $4.1M 9.5k 436.78
2023-09-30 $4.2M 11k 392.69
2023-06-30 $4.4M 11k 407.27
2023-03-31 $4.0M 11k 376.06
2022-12-31 $3.9M 11k 351.35
2022-09-30 $3.9M 12k 328.25
2022-06-30 $3.6M 10k 346.84
2022-03-31 $4.1M 9.8k 415.17
2021-12-31 $4.7M 11k 436.70
2021-09-30 $4.7M 12k 394.42
2021-06-30 $4.7M 12k 393.54
2021-03-31 $4.3M 12k 364.32
2020-12-31 $4.4M 13k 343.68
2020-09-30 $3.1M 10k 307.71
2020-06-30 $2.6M 9.3k 283.45
2020-03-31 $923k 3.4k 271.71
2019-12-31 $739k 2.5k 295.96
2019-09-30 $505k 1.9k 272.68
2019-06-30 $487k 1.8k 272.37
2019-03-31 $455k 1.8k 259.70
2018-12-31 $17k 72 236.11
2018-09-30 $18k 68 264.71
2018-06-30 $6.0k 25 240.00
2018-03-31 $6.0k 25 240.00
2017-12-31 $6.0k 25 240.00
2017-09-30 $6.0k 25 240.00
2017-06-30 $6.0k 25 240.00
2017-03-31 $5.0k 25 200.00
2016-12-31 $7.0k 32 218.75

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Bank of America Corporation
Jpmorgan Chase & Co
Raymond James & Associates
Morgan Stanley
CalPERS
Goldman Sachs Group
Envestnet Asset Management
Jones Financial Companies, L.L
Acorns Advisers
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx