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Vanguard S&p 500 Etf idx shares owned by Steffes Financial

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

Historical chart of Steffes Financial 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 Steffes Financial 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 Steffes Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $43M 72k 597.55

More positions owned by Steffes Financial

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steffes Financial

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