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Vanguard S&p 500 Etf idx shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 6.5k 500.15
2024-03-31 $2.2M 4.6k 480.66
2023-09-30 $1.8M 4.5k 392.66
2023-06-30 $1.8M 4.5k 407.30
2023-03-31 $1.7M 4.6k 376.09
2022-12-31 $1.6M 4.6k 351.33
2022-09-30 $1.5M 4.6k 328.81
2022-06-30 $3.4M 9.9k 346.89
2022-03-31 $3.8M 9.2k 415.17
2021-12-31 $2.3M 5.3k 436.76
2021-09-30 $2.1M 5.3k 394.50
2021-06-30 $2.1M 5.3k 393.48
2021-03-31 $2.3M 9.6k 236.84
2020-12-31 $2.1M 6.1k 343.53
2020-09-30 $2.1M 6.8k 307.59
2020-06-30 $2.5M 8.7k 283.42
2020-03-31 $2.3M 9.6k 236.84

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Value Etf Value Etf (VTV)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx