Vanguard S&p 500 Etf idx shares owned by ValMark Advisers
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $292M | 554k | 527.67 |
2024-06-30 | $271M | 542k | 500.13 |
2024-03-31 | $268M | 558k | 480.70 |
2023-12-31 | $250M | 573k | 436.80 |
2023-09-30 | $223M | 569k | 392.70 |
2023-06-30 | $229M | 563k | 407.28 |
2023-03-31 | $183M | 486k | 376.07 |
2022-12-31 | $170M | 483k | 351.34 |
2022-09-30 | $328M | 999k | 328.30 |
2022-06-30 | $343M | 988k | 346.88 |
2022-03-31 | $383M | 923k | 415.17 |
2021-12-31 | $407M | 933k | 436.57 |
2021-09-30 | $390M | 990k | 394.40 |
2021-06-30 | $404M | 1.0M | 393.52 |
2021-03-31 | $392M | 1.1M | 364.30 |
2020-12-31 | $383M | 1.1M | 343.69 |
2020-09-30 | $353M | 1.1M | 307.65 |
2020-06-30 | $357M | 1.3M | 283.43 |
2020-03-31 | $325M | 1.4M | 236.82 |
2019-12-31 | $370M | 1.3M | 295.80 |
2019-09-30 | $356M | 1.3M | 272.60 |
2019-06-30 | $365M | 1.4M | 269.15 |
2019-03-31 | $370M | 1.4M | 259.54 |
2018-12-31 | $356M | 1.5M | 229.81 |
2018-09-30 | $395M | 1.5M | 267.05 |
2018-06-30 | $391M | 1.6M | 249.51 |
2018-03-31 | $402M | 1.7M | 242.08 |
2017-12-31 | $1.7M | 7.0k | 245.29 |