Vestia Personal Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9M 5.7k 500.10

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Value Etf Etf (DFIV)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Apple Stock (AAPL)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)
Innovator Us Equity Accelerated Etf Etf (XDSQ)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Acorns Advisers
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx