Wealth Management Associates »

Vanguard S&p 500 Etf idx shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates 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 Management Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $843k 1.4k 612.38
2025-06-30 $643k 1.1k 568.03
2025-03-31 $696k 1.4k 513.91
2024-12-31 $661k 1.2k 538.81
2024-09-30 $627k 1.2k 527.67
2024-06-30 $609k 1.2k 500.13
2024-03-31 $609k 1.2k 500.13

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Intl Sel Div Etf (IDV)
Spdr Gold Tr Gold Shs (GLD)
Kinder Morgan (KMI)
Global X Fds Artificial Etf (AIQ)

View all positions for Wealth Management Associates

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners
UBS Group

View all funds holding Vanguard S&p 500 Etf idx