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Vanguard S&p 500 Etf idx shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 31k 436.80
2023-09-30 $13M 33k 394.69
2022-09-30 $1.8M 5.5k 328.46
2022-06-30 $1.2M 3.4k 347.00

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx