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Vanguard S&p 500 Etf idx shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Retirement Capital Strategies 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $40M 76k 527.67
2024-03-31 $14M 28k 480.71
2023-12-31 $13M 30k 436.81
2023-09-30 $32M 81k 392.70
2023-06-30 $13M 32k 407.28
2023-03-31 $12M 33k 376.07
2022-12-31 $34M 97k 351.34
2022-09-30 $11M 34k 328.32
2022-06-30 $13M 38k 346.87
2022-03-31 $43M 107k 402.92
2021-12-31 $32M 74k 436.57
2021-09-30 $29M 73k 394.41
2021-06-30 $28M 71k 393.52
2021-03-31 $13M 36k 364.29
2020-12-31 $15M 44k 343.68
2020-09-30 $19M 64k 299.83
2020-06-30 $27M 94k 283.43
2020-03-31 $22M 92k 236.82
2019-12-31 $39M 131k 295.80
2019-09-30 $38M 140k 272.60
2019-06-30 $38M 142k 269.15
2019-03-31 $38M 146k 259.54
2018-12-31 $37M 162k 229.81
2018-09-30 $56M 208k 267.05
2018-06-30 $56M 222k 249.51
2018-03-31 $56M 231k 242.08
2017-12-31 $58M 238k 245.29
2017-09-30 $57M 242k 233.27
2017-06-30 $54M 244k 222.57
2017-03-31 $54M 250k 215.54
2016-12-31 $53M 255k 206.74
2016-09-30 $52M 259k 198.69
2016-06-30 $50M 262k 192.20
2016-03-31 $50M 266k 188.56
2015-12-31 $49M 262k 186.93
2015-09-30 $47M 265k 175.71
2015-06-30 $49M 257k 188.84
2015-03-31 $43M 226k 189.20
2014-12-31 $43M 230k 188.40
2014-09-30 $43M 235k 180.59
2014-06-30 $42M 233k 179.43
2014-03-31 $40M 235k 171.35
2013-12-31 $36M 214k 169.15

More positions owned by Retirement Capital Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Vanguard World Esg Us Stk Etf (ESGV)
Apple (AAPL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
3M Company (MMM)
Ishares Tr Focusd Val Fac (FOVL)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Retirement Capital Strategies

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Acorns Advisers
International Assets Investment Management
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx