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Vanguard S&p 500 Etf idx shares owned by United Financial Planning Group

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

Historical chart of United Financial Planning Group investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $838k 1.4k 597.42

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Vanguard Group
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jones Financial Companies, L.L
Envestnet Asset Management
Acorns Advisers
Natixis
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Vanguard S&p 500 Etf idx