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Vanguard S&p 500 Etf idx shares owned by Wealth Group

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

Historical chart of Wealth 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 Wealth Group 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 46k 478.74
2023-12-31 $20M 45k 454.03

More positions owned by Wealth Group

Ishares Core S&p500 Etf (IVV)
Ishares Msci Usa Qlt Fct (QUAL)
Ishares Core Total Usd (IUSB)
Pacer Us Cash Cows 100 (COWZ)
Vanguard S&p 500 Etf Shs (VOO)
Vanguard Inf Tech Etf (VGT)
Pacer Developed Mrkt (ICOW)
Ishares Core Div Grwth (DGRO)
Vanguard Extend Mkt Etf (VXF)
Pacer Pacer Us Small (CALF)
Proshares S&p 500 Dv Arist (NOBL)
Ishares Core S&p Mcp Etf (IJH)
Schwab Us Brd Mkt Etf (SCHB)
Invesco S&p500 Pur Gwt (RPG)
Schwab Us Mid-cap Etf (SCHM)

View all positions for Wealth Group

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