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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
2024-06-30 $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)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Amazon (AMZN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spinnaker Etf Series Trajan Wealth (TWIO)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
AmerisourceBergen (COR)

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
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx