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Vanguard S&p 500 Etf idx shares owned by Schneider Downs Wealth Management Advisors

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

Historical chart of Schneider Downs Wealth Management Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Schneider Downs Wealth Management 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 Schneider Downs Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.6M 22k 436.79
2023-09-30 $6.2M 16k 392.70
2023-06-30 $6.4M 16k 407.27
2023-03-31 $5.9M 16k 376.06
2022-12-31 $5.6M 16k 351.33
2022-09-30 $4.7M 14k 328.27
2022-06-30 $5.0M 14k 346.88
2022-03-31 $6.0M 15k 415.16
2021-12-31 $6.0M 14k 436.58
2021-09-30 $5.3M 14k 394.37
2021-06-30 $5.3M 14k 393.52
2021-03-31 $4.9M 14k 364.33
2020-12-31 $4.5M 13k 343.66
2020-09-30 $3.9M 13k 307.67
2020-06-30 $4.2M 15k 283.43
2020-03-31 $3.7M 16k 236.80
2019-12-31 $2.2M 7.4k 295.81
2019-09-30 $2.0M 7.4k 272.62
2019-06-30 $2.3M 8.6k 269.15
2019-03-31 $2.2M 8.6k 259.56
2018-12-31 $2.0M 8.9k 229.85
2018-09-30 $2.4M 9.1k 267.09
2018-06-30 $2.3M 9.1k 249.53
2018-03-31 $2.2M 8.9k 242.05
2017-12-31 $2.2M 8.9k 245.30
2017-09-30 $1.9M 8.3k 230.80
2017-06-30 $2.3M 10k 222.06
2017-03-31 $2.3M 11k 216.34
2016-12-31 $2.2M 11k 205.32
2016-09-30 $2.1M 11k 198.72
2016-06-30 $2.0M 11k 192.23
2016-03-31 $2.0M 11k 188.54
2015-12-31 $2.0M 11k 186.96

More positions owned by Schneider Downs Wealth Management Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Actively Managed Etf Total Return (GTO)

View all positions for Schneider Downs Wealth Management Advisors

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