Vanguard S&p 500 Etf idx shares owned by Waller Financial Planning Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Waller Financial Planning Group
from 13F filings
Historical chart of Waller Financial Planning Group 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 Waller Financial Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Waller Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 15k | 612.39 |
| 2025-06-30 | $8.5M | 15k | 568.04 |
| 2025-03-31 | $7.2M | 14k | 513.92 |
| 2024-12-31 | $8.4M | 16k | 538.82 |
| 2024-09-30 | $5.9M | 11k | 527.68 |
| 2024-06-30 | $5.7M | 11k | 500.12 |
| 2024-03-31 | $5.2M | 11k | 480.69 |
| 2023-12-31 | $4.8M | 11k | 436.81 |
| 2023-09-30 | $4.2M | 11k | 392.69 |
| 2023-06-30 | $4.5M | 11k | 407.29 |
| 2023-03-31 | $4.2M | 11k | 376.06 |
| 2022-12-31 | $6.5M | 19k | 351.35 |
| 2022-09-30 | $6.2M | 19k | 328.29 |
| 2022-06-30 | $6.6M | 19k | 346.86 |
| 2022-03-31 | $10M | 24k | 415.20 |
| 2021-12-31 | $9.7M | 22k | 436.55 |
| 2021-09-30 | $8.4M | 21k | 394.39 |
| 2021-06-30 | $8.6M | 22k | 393.51 |
| 2021-03-31 | $8.0M | 22k | 364.32 |
| 2020-12-31 | $8.0M | 23k | 343.69 |
| 2020-09-30 | $6.5M | 21k | 307.66 |
| 2020-06-30 | $5.7M | 20k | 283.43 |
| 2020-03-31 | $4.8M | 20k | 236.80 |
| 2019-12-31 | $1.4M | 4.6k | 295.89 |
| 2019-09-30 | $1.1M | 4.1k | 278.58 |
| 2019-06-30 | $1.1M | 4.0k | 274.77 |
| 2019-03-31 | $1.1M | 4.1k | 266.39 |
| 2018-12-31 | $988k | 4.3k | 229.82 |
More positions owned by Waller Financial Planning Group
View all positions for Waller Financial Planning Group