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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
2024-03-31 $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)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx