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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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $922k 1.9k 480.69

More positions owned by Sequent Planning

First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E
Ishares Tr Tips Bd Etf (TIP)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
Ishares Tr 1 3 Yr Treas Bd (SHY)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Sp Smcp600vl Etf (IJS)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Pepsi (PEP)

View all positions for Sequent Planning

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Envestnet Asset Management
Acorns Advisers
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Green Square Capital
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx