Vanguard S&p 500 Etf idx shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 10k | 612.37 |
| 2025-06-30 | $5.3M | 9.3k | 568.03 |
| 2025-03-31 | $3.9M | 7.7k | 513.91 |
| 2024-12-31 | $4.3M | 8.0k | 538.81 |
| 2024-09-30 | $4.1M | 7.8k | 527.66 |
| 2024-06-30 | $3.9M | 7.8k | 500.12 |
| 2024-03-31 | $4.2M | 8.7k | 480.69 |
| 2023-12-31 | $4.1M | 9.3k | 436.78 |
| 2023-09-30 | $4.0M | 10k | 392.69 |
| 2023-06-30 | $4.4M | 11k | 407.26 |
| 2023-03-31 | $3.9M | 11k | 376.05 |
| 2022-12-31 | $4.0M | 12k | 351.34 |
| 2022-09-30 | $4.7M | 14k | 328.30 |
| 2022-06-30 | $5.3M | 15k | 346.92 |
| 2022-03-31 | $6.6M | 16k | 415.20 |
| 2021-12-31 | $7.2M | 16k | 436.58 |
| 2021-09-30 | $229k | 581 | 394.15 |
| 2021-06-30 | $231k | 635 | 363.78 |
| 2021-03-31 | $231k | 635 | 363.78 |
| 2020-12-31 | $203k | 591 | 343.49 |