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Vanguard S&p 500 Etf idx shares owned by Shaker Financial Services

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

Historical chart of Shaker Financial Services investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Shaker Financial Services 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 Shaker Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 2.0k 597.55

More positions owned by Shaker Financial Services

Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
Nuveen Core Equity Alpha Fund (JCE)
Liberty All-Star Growth Fund (ASG)
Eaton Vance Tax-advntg Glbl Di (ETG)
First Trust Enhanced Equity Income Fund (FFA)
Eaton Vance Tax-Managed Buy-Write Income (ETB)
Nuveen Equity Premium and Growth Fund (SPXX)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
Liberty All Star Equity Sh Ben Int (USA)
Special Opportunities Fund (SPE)
Eaton Vance Tax Managed Diversified Eq. (ETY)
European Equity Fund (EEA)
Boulder Growth & Income Fund (STEW)
Saba Capital Income & Opport Com New (SABA)
Royce Micro Capital Trust (RMT)

View all positions for Shaker Financial Services

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Vanguard Group
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jones Financial Companies, L.L
Envestnet Asset Management
Acorns Advisers
Natixis
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Vanguard S&p 500 Etf idx