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Vanguard S&p 500 Etf idx shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $182k 291 626.60
2025-09-30 $178k 291 611.49
2025-06-30 $165k 290 568.85
2025-03-31 $159k 290 546.77
2024-12-31 $161k 290 553.59

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Apple Stock (AAPL)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Wells Fargo Stock (WFC)
Jpmorgan Chase & Co Stock (JPM)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Caterpillar Stock (CAT)

View all positions for Roxbury Financial

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Canerector
Jpmorgan Chase & Co
Goldman Sachs Group
Jones Financial Companies, L.L
Capula Management
Acorns Advisers
Natixis
Rockefeller Capital Management
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard S&p 500 Etf idx