Vanguard S&p 500 Etf idx shares owned by Vestia Personal Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Vestia Personal Wealth Advisors
from 13F filings
Historical chart of Vestia Personal Wealth Advisors investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Vestia Personal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 9.0k | 612.41 |
| 2025-06-30 | $4.8M | 8.5k | 568.03 |
| 2025-03-31 | $4.0M | 7.8k | 513.88 |
| 2024-12-31 | $3.9M | 7.3k | 538.82 |
| 2024-09-30 | $3.4M | 6.5k | 527.67 |
| 2024-06-30 | $2.9M | 5.7k | 500.10 |
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