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Vanguard S&p 500 Etf idx shares owned by Rolek Wealth Management

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

Historical chart of Rolek Wealth Management 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 Rolek Wealth Management 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 Rolek Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $55M 90k 612.38
2025-06-30 $48M 84k 568.03
2025-03-31 $41M 82k 494.09
2024-12-31 $39M 72k 538.81

More positions owned by Rolek Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Inf Tech Etf (VGT)
Fidelity Covington Trust Enhanced Large (FELG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Oscar Health Cl A (OSCR)

View all positions for Rolek Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx