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Vanguard S&p 500 Etf idx shares owned by ROI Financial Advisors

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

Historical chart of ROI Financial Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by ROI Financial 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 ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $447k 894 500.19
2024-03-31 $432k 899 480.53

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Amazon (AMZN)
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Mastercard Incorporated Cl A (MA)
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View all positions for ROI Financial Advisors

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