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Vanguard S&p 500 Etf idx shares owned by True Wealth Design

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

Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design

Quarter filed Position value Share count Share price at filing
2026-03-31 $101k 169 597.55
2025-12-31 $24k 38 627.13
2025-09-30 $51k 83 612.39
2025-06-30 $5.1k 9 568.11
2025-03-31 $4.6k 9 514.00
2023-03-31 $22k 58 376.09

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for True Wealth Design

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Goldman Sachs Group
Jones Financial Companies, L.L
Capula Management
Acorns Advisers
Natixis
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors
Ameriprise Financial
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx