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Vanguard S&p 500 Etf idx shares owned by Pearl Planning

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

Historical chart of Pearl Planning investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Pearl Planning 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 Pearl Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $26M 43k 597.55

More positions owned by Pearl Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard World Esg Us Stk Etf (ESGV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
T Rowe Price Etf Small Mid Cap (TMSL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (BIL)

View all positions for Pearl Planning

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Goldman Sachs Group
Jones Financial Companies, L.L
Capula Management
Acorns Advisers
Natixis
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors
Ameriprise Financial
HPM Partners
Marshall Wace

View all funds holding Vanguard S&p 500 Etf idx