Vanguard S&p 500 Etf idx shares owned by Summit Place Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Place Financial Advisors
from 13F filings
Historical chart of Summit Place 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 Summit Place Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Place Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.4k | 612.49 |
| 2025-06-30 | $1.4M | 2.5k | 568.13 |
| 2025-03-31 | $1.3M | 2.5k | 514.00 |
| 2024-12-31 | $1.3M | 2.5k | 538.90 |
| 2024-09-30 | $1.2M | 2.3k | 527.56 |
| 2024-06-30 | $1.1M | 2.3k | 500.13 |
| 2024-03-31 | $1.1M | 2.3k | 480.70 |
| 2023-12-31 | $993k | 2.3k | 436.71 |
| 2023-09-30 | $885k | 2.3k | 392.77 |
| 2023-06-30 | $928k | 2.3k | 407.27 |
| 2023-03-31 | $803k | 2.1k | 376.07 |
| 2022-12-31 | $715k | 2.0k | 351.34 |
| 2022-09-30 | $668k | 2.0k | 328.26 |
| 2022-06-30 | $704k | 2.0k | 346.80 |
| 2022-03-31 | $843k | 2.0k | 415.27 |
| 2021-12-31 | $886k | 2.0k | 436.45 |
| 2021-09-30 | $854k | 2.2k | 394.46 |
| 2021-06-30 | $937k | 2.4k | 393.70 |
More positions owned by Summit Place Financial Advisors
View all positions for Summit Place Financial Advisors