Vanguard S&p 500 Etf idx shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.1k | 611.43 |
| 2025-06-30 | $1.2M | 2.1k | 568.03 |
| 2025-03-31 | $1.1M | 2.1k | 513.91 |
| 2024-12-31 | $1.1M | 2.1k | 538.81 |
| 2024-09-30 | $1.1M | 2.1k | 527.67 |
More positions owned by Up Strategic Wealth Investment Advisors
View all positions for Up Strategic Wealth Investment Advisors