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Vanguard S&p 500 Etf idx shares owned by Payne Capital Management

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

Historical chart of Payne Capital Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Payne Capital 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 Payne Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $648k 1.1k 612.22
2025-06-30 $563k 991 567.80
2025-03-31 $506k 985 513.70
2024-12-31 $600k 1.1k 538.95

More positions owned by Payne Capital Management

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Glb X Mlp Enrg I (MLPX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Payne Capital Management

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