Peak Planning Group »

Vanguard S&p 500 Etf idx shares owned by Peak Planning Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Peak Planning Group from 13F filings

Historical chart of Peak Planning Group 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 Peak Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 3.5k 597.55
2025-09-30 $2.1M 3.4k 612.38
2025-06-30 $1.9M 3.4k 568.03
2025-03-31 $1.6M 3.2k 513.91
2024-12-31 $1.2M 2.2k 538.81
2024-09-30 $881k 1.7k 527.67
2024-06-30 $500k 999 500.13