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Vanguard S&p 500 Etf idx shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners 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 Triad Wealth Partners 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 Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 29k 480.70

More positions owned by Triad Wealth Partners

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Flexshares Tr Cr Scd Us Bd (SKOR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Ishares Tr High Yld Systm B (HYDB)
Microsoft Corporation (MSFT)

View all positions for Triad Wealth Partners

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