Vested Financial Planning »

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

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

Historical chart of Vested Financial Planning 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 Vested Financial Planning 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 Vested Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 25k 612.37
2025-06-30 $14M 25k 568.03
2025-03-31 $11M 22k 513.91
2024-12-31 $12M 22k 538.80

More positions owned by Vested Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Apple (AAPL)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Global Core Plus (DFGP)

View all positions for Vested Financial Planning

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