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Vanguard S&p 500 Etf idx shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $35M 70k 500.13
2024-03-31 $34M 72k 480.70
2023-12-31 $33M 76k 436.80
2023-09-30 $30M 76k 392.70
2023-06-30 $31M 76k 407.28
2023-03-31 $28M 74k 376.07
2022-12-31 $26M 73k 351.34
2022-09-30 $25M 76k 328.30
2022-06-30 $25M 72k 346.88
2022-03-31 $29M 70k 415.20
2021-12-31 $30M 69k 436.57
2021-09-30 $27M 68k 394.40
2021-06-30 $23M 58k 393.52
2021-03-31 $17M 46k 364.30
2020-12-31 $15M 42k 343.69
2020-09-30 $13M 43k 307.66
2020-06-30 $12M 44k 283.44
2020-03-31 $7.1M 31k 226.14
2019-12-31 $4.9M 17k 295.82
2019-09-30 $4.6M 17k 272.57
2019-06-30 $4.6M 17k 271.44
2019-03-31 $4.6M 18k 262.50
2018-12-31 $4.0M 18k 229.80
2018-09-30 $4.1M 16k 268.03
2018-06-30 $3.9M 16k 249.79
2018-03-31 $3.8M 16k 238.64
2017-12-31 $3.5M 14k 251.27
2017-09-30 $3.2M 14k 230.79
2017-06-30 $3.2M 14k 227.23
2017-03-31 $3.0M 14k 213.46
2016-12-31 $3.0M 14k 208.51
2016-09-30 $2.8M 14k 195.63
2016-06-30 $2.9M 15k 198.39
2016-03-31 $2.8M 15k 189.77
2015-12-31 $2.6M 15k 173.14
2015-09-30 $2.7M 15k 181.33
2015-06-30 $3.0M 15k 194.96
2015-03-31 $3.0M 16k 192.36
2014-12-31 $3.1M 17k 185.57
2014-09-30 $3.1M 18k 174.69
2014-06-30 $3.4M 19k 180.01
2014-03-31 $3.1M 19k 170.72
2013-12-31 $2.9M 18k 167.49

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Phillips Financial Management

Top funds holding Vanguard S&p 500 Etf idx

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LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx