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Vanguard S&p 500 Etf idx shares owned by Serenus Wealth Advisors

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

Historical chart of Serenus Wealth Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Serenus Wealth 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 Serenus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 19k 551.61
2025-06-30 $9.7M 19k 512.95
2025-03-31 $8.6M 19k 463.18
2024-12-31 $8.6M 18k 483.19

More positions owned by Serenus Wealth Advisors

Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Midcap 400 Etf Trust Etf (MDY)
Vanguard S&p 500 Etf Etf (VOO)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Total Stock Market Etf Etf (VTI)
Apple Stock (AAPL)
Ishares Russell 1000 Value Etf Etf (IWD)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Serenus Wealth Advisors

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