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Vanguard S&p 500 Etf idx shares owned by Retirement Financial Solutions

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

Historical chart of Retirement Financial Solutions 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 Retirement Financial 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 Retirement Financial Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 3.5k 436.80
2023-09-30 $1.2M 3.2k 392.70
2022-12-31 $3.5k 10 351.30

More positions owned by Retirement Financial Solutions

Spdr Ser Tr Portfolio Sp500 (SPLG)
Spdr Ser Tr Portfolio Sp600 (SPSM)
Spdr Ser Tr Prtflo Sp500 Vl (SPYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 7 10 Yr Trsy Bd (IEF)
Spdr Ser Tr Prtflo Sp500 Gw (SPYG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 0 5yr Hi Yl Cp (SHYG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exch Traded Fd Tr Ii Sp500 Hdl Vol (SPHD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Wisdomtree Tr Europe Hedged Eq (HEDJ)

View all positions for Retirement Financial Solutions

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