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Vanguard S&p 500 Etf idx shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel 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 waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 30k 480.71
2023-12-31 $13M 30k 436.80
2023-09-30 $12M 30k 392.70
2023-03-31 $12M 31k 376.07
2022-12-31 $10M 29k 351.33

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Global Assets Advisory
HPM Partners
Mercer Global Advisors
UBS Group
Assetmark
Raymond James Financial Services Advisors

View all funds holding Vanguard S&p 500 Etf idx