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Vanguard S&p 500 Etf idx shares owned by Source Financial Advisors

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

Historical chart of Source Financial Advisors 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 Source Financial 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 1.2k 527.67
2024-06-30 $584k 1.2k 500.13
2024-03-31 $561k 1.2k 480.70
2023-12-31 $510k 1.2k 436.80
2023-09-30 $1.6M 4.1k 392.70

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
MarketAxess Holdings (MKTX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Confluent Class A Com (CFLT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Source Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx