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Vanguard S&p 500 Etf idx shares owned by Tobias Financial Advisors

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

Historical chart of Tobias 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 Tobias Financial 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 Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 428 527.42
2024-06-30 $215k 431 499.57
2024-03-31 $205k 426 480.15
2021-12-31 $6.6M 15k 436.59

More positions owned by Tobias Financial Advisors

Spdr Ser Tr Portfolio Agrgte (SPAB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Intl Qualty (IQLT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Tobias Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
Wells Fargo & Company
Kedalion Capital Management
LPL Financial
Mercer Global Advisors
Ameriprise Financial
HPM Partners
UBS Group

View all funds holding Vanguard S&p 500 Etf idx