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Vanguard S&p 500 Etf idx shares owned by Strategic Financial Planning

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

Historical chart of Strategic Financial Planning 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 Strategic Financial Planning 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $429k 700 612.38
2025-06-30 $398k 700 568.03
2025-03-31 $360k 700 513.91
2024-12-31 $377k 700 538.81
2024-09-30 $392k 742 527.67

More positions owned by Strategic Financial Planning

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Series Trust Portfolio Sm Etf (SPSM)
Schwab Strategic Tr High Yield Bd Et (SCYB)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)

View all positions for Strategic Financial Planning

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx