Vanguard S&p 500 Etf idx shares owned by Wealth Effects
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 4.0k | 627.14 |
| 2025-09-30 | $2.2M | 3.7k | 612.45 |
| 2025-06-30 | $2.0M | 3.5k | 568.00 |
| 2025-03-31 | $1.7M | 3.3k | 513.91 |
| 2024-12-31 | $1.8M | 3.3k | 538.85 |
| 2024-09-30 | $1.7M | 3.3k | 527.69 |
| 2024-06-30 | $1.6M | 3.3k | 500.07 |
| 2024-03-31 | $1.6M | 3.3k | 480.65 |
| 2023-12-31 | $1.4M | 3.3k | 436.82 |
| 2023-09-30 | $1.3M | 3.3k | 392.73 |
| 2023-06-30 | $1.3M | 3.2k | 407.24 |
| 2023-03-31 | $1.1M | 2.9k | 376.03 |
| 2022-12-31 | $983k | 2.8k | 351.35 |
| 2022-09-30 | $819k | 2.5k | 328.26 |
| 2022-06-30 | $843k | 2.4k | 346.77 |
| 2022-03-31 | $926k | 2.2k | 415.06 |
| 2021-12-31 | $834k | 1.9k | 436.65 |