Vanguard S&p 500 Etf idx shares owned by UMA Financial Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services 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 UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4.9k | 612.36 |
| 2025-06-30 | $2.8M | 4.8k | 568.01 |
| 2025-03-31 | $2.5M | 4.9k | 513.89 |
| 2024-12-31 | $2.6M | 4.7k | 538.76 |
| 2024-09-30 | $1.9M | 3.6k | 532.96 |
| 2024-06-30 | $1.5M | 2.9k | 519.00 |
| 2024-03-31 | $1.3M | 2.7k | 462.84 |
| 2023-12-31 | $1.2M | 2.7k | 444.34 |
| 2023-09-30 | $1.3M | 3.4k | 397.25 |
| 2023-06-30 | $1.4M | 3.4k | 408.11 |
| 2023-03-31 | $1.4M | 3.6k | 380.56 |
| 2022-12-31 | $1.3M | 3.6k | 367.72 |
| 2022-09-30 | $1.2M | 3.4k | 346.68 |
| 2022-06-30 | $1.3M | 3.4k | 377.55 |
| 2022-03-31 | $1.9M | 4.8k | 394.26 |
| 2021-12-31 | $2.0M | 4.8k | 428.66 |
| 2021-09-30 | $2.0M | 4.8k | 409.96 |
| 2021-06-30 | $1.8M | 4.5k | 400.31 |
| 2021-03-31 | $1.7M | 4.6k | 373.45 |
| 2020-12-31 | $1.6M | 4.4k | 359.28 |
| 2020-09-30 | $1.5M | 4.9k | 303.35 |
| 2020-06-30 | $1.7M | 5.4k | 308.42 |
| 2020-03-31 | $1.6M | 6.3k | 256.55 |
| 2019-12-31 | $2.2M | 7.3k | 301.18 |
| 2019-09-30 | $2.1M | 7.4k | 287.76 |