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Vanguard S&p 500 Etf idx shares owned by SWM Advisors

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

Historical chart of SWM 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 SWM Advisors 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 SWM Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $42M 129k 328.30
2022-06-30 $44M 126k 346.88
2022-03-31 $51M 124k 415.17
2021-12-31 $50M 119k 420.57

More positions owned by SWM Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Msci Emrg Chn (EMXC)
Tesla Motors (TSLA)
Apple (AAPL)
The Trade Desk Com Cl A (TTD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Catalent (CTLT)
Walker & Dunlop (WD)
MercadoLibre (MELI)

View all positions for SWM Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Global Assets Advisory
HPM Partners
Mercer Global Advisors
UBS Group
Assetmark
Raymond James Financial Services Advisors

View all funds holding Vanguard S&p 500 Etf idx