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Vanguard S&p 500 Etf idx shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management 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 Perigon Wealth 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $59M 111k 527.67
2024-06-30 $75M 150k 500.13
2024-03-31 $74M 154k 480.70
2023-12-31 $69M 158k 436.80
2023-09-30 $55M 140k 392.70
2023-06-30 $52M 129k 407.28
2023-03-31 $31M 83k 376.07
2022-12-31 $91M 471k 193.02
2022-09-30 $22M 66k 328.30
2022-06-30 $21M 59k 346.87
2022-03-31 $21M 50k 415.17
2021-12-31 $16M 36k 436.59
2021-09-30 $10M 26k 394.39
2021-06-30 $9.7M 25k 393.53
2021-03-31 $7.1M 20k 364.30
2020-12-31 $4.2M 12k 343.71
2020-09-30 $1.7M 5.4k 307.71
2020-06-30 $1.2M 4.2k 283.52
2020-03-31 $1.1M 4.4k 255.73
2019-12-31 $500k 1.7k 297.44
2019-09-30 $422k 1.5k 274.38
2019-06-30 $725k 2.7k 269.02
2019-03-31 $575k 2.1k 268.07
2018-12-31 $524k 2.1k 244.29
2018-09-30 $249k 927 268.61
2018-06-30 $224k 927 241.64
2018-03-31 $224k 927 241.64
2017-12-31 $269k 1.1k 245.21
2017-09-30 $0 2 0.00
2017-06-30 $0 2 0.00
2017-03-31 $3.0k 15 200.00
2016-12-31 $14k 65 215.38
2016-09-30 $55k 275 200.00
2011-09-30 $22M 66k 328.30

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx