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Vanguard S&p 500 Etf idx shares owned by Planned Solutions

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

Historical chart of Planned Solutions investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Planned Solutions 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 Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $90k 170 527.67
2023-12-31 $74k 170 436.80
2020-12-31 $87k 254 342.52
2020-09-30 $78k 254 307.09

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

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