Ullmann Financial »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Ullmann Financial

Quarter filed Position value Share count Share price at filing
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 Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Us Sml Cap Eqt (SMLF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Emng Mkts Eqt (EMGF)
Ishares U S Etf Tr Blackrock Short (MEAR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Ullmann Financial

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx