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Vanguard S&p 500 Etf idx shares owned by Stone Loft Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Stone Loft Wealth Management from 13F filings

Historical chart of Stone Loft Wealth Management 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 Stone Loft Wealth Management 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 Stone Loft Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $15M 25k 597.55

More positions owned by Stone Loft Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Stone Loft Wealth Management

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