Vanguard S&p 500 Etf idx shares owned by Waterford Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 459 | 612.43 |
| 2025-06-30 | $261k | 722 | 361.14 |
| 2025-03-31 | $312k | 607 | 513.94 |
| 2024-12-31 | $327k | 607 | 538.83 |
| 2024-09-30 | $312k | 592 | 527.68 |
| 2024-06-30 | $298k | 596 | 500.14 |
| 2024-03-31 | $284k | 591 | 480.71 |
| 2023-09-30 | $491k | 1.3k | 392.70 |
| 2023-06-30 | $571k | 1.4k | 407.57 |
| 2023-03-31 | $530k | 1.4k | 376.15 |
| 2022-12-31 | $847k | 2.4k | 351.45 |