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Vanguard S&p 500 Etf idx shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth 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 Trajan Wealth 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $197M 373k 527.67
2024-06-30 $193M 387k 500.13

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan Wealth

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Acorns Advisers
International Assets Investment Management
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx