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Vanguard S&p 500 Etf idx shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial 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 Ullmann Financial 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $513k 952 538.98
2024-09-30 $502k 952 527.55
2023-12-31 $220k 503 437.05
2021-03-31 $417k 1.1k 363.87

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Ullmann Financial

Top funds holding Vanguard S&p 500 Etf idx

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Kedalion Capital Management
LPL Financial
Mercer Global Advisors
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HPM Partners
UBS Group

View all funds holding Vanguard S&p 500 Etf idx