Vanguard S&p 500 Etf idx shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 6.5k | 612.42 |
| 2025-06-30 | $3.5M | 6.2k | 568.02 |
| 2025-03-31 | $3.1M | 6.0k | 513.90 |
| 2024-12-31 | $3.0M | 5.6k | 538.85 |
| 2024-09-30 | $2.9M | 5.6k | 527.65 |
| 2024-06-30 | $2.9M | 5.7k | 500.10 |
| 2024-03-31 | $2.2M | 4.5k | 480.67 |
| 2023-12-31 | $1.9M | 4.3k | 436.82 |
| 2023-09-30 | $1.5M | 3.9k | 392.69 |
| 2023-06-30 | $1.6M | 3.8k | 407.24 |
| 2023-03-31 | $1.5M | 4.0k | 376.03 |
| 2022-12-31 | $1.4M | 4.0k | 351.33 |
| 2022-09-30 | $1.5M | 4.5k | 327.62 |
| 2022-06-30 | $1.3M | 3.6k | 346.96 |
| 2022-03-31 | $1.5M | 3.5k | 415.09 |
| 2021-12-31 | $1.4M | 3.3k | 436.71 |
| 2021-09-30 | $1.2M | 3.1k | 394.38 |
| 2021-06-30 | $1.1M | 2.8k | 393.60 |
| 2021-03-31 | $980k | 2.7k | 364.45 |
| 2020-12-31 | $1.0M | 3.0k | 343.59 |
| 2020-09-30 | $823k | 2.7k | 307.66 |
| 2020-06-30 | $845k | 3.0k | 283.27 |
| 2020-03-31 | $843k | 3.6k | 236.86 |
| 2019-12-31 | $575k | 1.9k | 295.93 |
| 2019-09-30 | $530k | 1.9k | 272.77 |
| 2019-06-30 | $539k | 1.9k | 277.41 |
| 2019-03-31 | $422k | 1.6k | 259.37 |
| 2018-12-31 | $412k | 1.8k | 229.65 |
| 2018-09-30 | $448k | 1.8k | 249.72 |
| 2018-06-30 | $448k | 1.8k | 249.72 |
| 2018-03-31 | $434k | 1.8k | 241.92 |
| 2017-12-31 | $423k | 1.7k | 245.50 |
| 2017-09-30 | $398k | 1.7k | 230.99 |
| 2017-06-30 | $267k | 1.2k | 221.95 |
| 2017-03-31 | $260k | 1.2k | 216.13 |
| 2016-12-31 | $240k | 1.2k | 205.13 |
| 2016-09-30 | $232k | 1.2k | 198.29 |
| 2016-06-30 | $225k | 1.2k | 192.31 |
| 2016-03-31 | $251k | 1.3k | 188.86 |
| 2015-12-31 | $248k | 1.3k | 186.61 |
| 2015-09-30 | $234k | 1.3k | 176.07 |
| 2015-06-30 | $239k | 1.3k | 189.23 |
| 2015-03-31 | $717k | 3.8k | 189.23 |
| 2014-12-31 | $238k | 1.3k | 188.44 |
| 2014-09-30 | $228k | 1.3k | 180.52 |
| 2014-06-30 | $227k | 1.3k | 179.73 |
| 2014-03-31 | $216k | 1.3k | 171.02 |
| 2013-12-31 | $262k | 1.6k | 169.03 |