Vertex Planning Partners »

Vanguard S&p 500 Etf idx shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $264k 431 612.91
2025-06-30 $244k 429 568.52
2025-03-31 $290k 563 514.25

More positions owned by Vertex Planning Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Hdg Msci Eafe (HEFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)

View all positions for Vertex Planning Partners

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx