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Vanguard S&p 500 Etf idx shares owned by Valued Retirements

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Valued Retirements from 13F filings

Historical chart of Valued Retirements 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 Valued Retirements 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 Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 6.7k 538.81
2024-09-30 $3.1M 5.9k 527.67
2024-06-30 $2.7M 5.3k 500.14
2024-03-31 $2.3M 4.8k 480.71
2023-12-31 $2.1M 4.8k 436.78

More positions owned by Valued Retirements

Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Em Mkt Sm-cp Etf (EEMS)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Valued Retirements

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Bank of America Corporation
Jpmorgan Chase & Co
Raymond James & Associates
Morgan Stanley
CalPERS
Goldman Sachs Group
Envestnet Asset Management
Jones Financial Companies, L.L
Acorns Advisers
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx