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Vanguard S&p 500 Etf idx shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies 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 Wellington Wealth Strategies 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 Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 12k 480.70

More positions owned by Wellington Wealth Strategies

Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Applied Materials (AMAT)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Broadcom (AVGO)
Nevro (NVRO)
Domino's Pizza (DPZ)
Netflix (NFLX)
Global X Fds Autonmous Ev Etf (DRIV)
3M Company (MMM)
Dimensional Etf Trust Global Sustaina (DFSB)
Public Storage (PSA)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)

View all positions for Wellington Wealth Strategies

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Acorns Advisers
Strategic Financial Concepts
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
Bank of New York Mellon
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx