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Vanguard S&p 500 Etf idx shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by RFG - Bristol Wealth Advisors 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $410k 686 597.66
2025-12-31 $430k 685 627.07
2025-09-30 $418k 683 612.21
2025-06-30 $387k 682 567.75
2025-03-31 $350k 682 513.66
2024-12-31 $394k 730 539.05

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust State Street Spd (VLU)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ssga Active Etf Tr State Street Mul (RLY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)
Apple (AAPL)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Vanguard Group
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jones Financial Companies, L.L
Envestnet Asset Management
Acorns Advisers
Natixis
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Vanguard S&p 500 Etf idx