Sequent Planning »

Vanguard S&p 500 Etf idx shares owned by Sequent Planning

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

Historical chart of Sequent Planning 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 Sequent Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $839k 1.6k 538.81
2024-09-30 $747k 1.4k 527.76
2024-06-30 $888k 1.8k 501.22
2024-03-31 $922k 1.9k 480.69

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)
First Tr Exchange-traded Vest Gold Strtgy (BGLD)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)

View all positions for Sequent Planning

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Bank of America Corporation
Jpmorgan Chase & Co
Raymond James & Associates
Morgan Stanley
CalPERS
Goldman Sachs Group
Envestnet Asset Management
Jones Financial Companies, L.L
Acorns Advisers
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx