Vanguard S&p 500 Etf idx shares owned by United Advisor Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group 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 United Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.2M | 12k | 613.15 |
| 2025-06-30 | $5.5M | 9.8k | 568.91 |
| 2025-03-31 | $5.2M | 10k | 513.91 |
| 2024-12-31 | $4.9M | 9.0k | 538.79 |
| 2024-09-30 | $3.1M | 5.9k | 527.70 |
| 2024-06-30 | $2.1M | 4.3k | 500.08 |
| 2024-03-31 | $1.1M | 2.2k | 480.59 |
| 2023-12-31 | $492k | 1.1k | 437.69 |