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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
2025-09-30 $11M 329k 34.56
2025-06-30 $9.2M 297k 30.92
2025-03-31 $3.5M 300k 11.54
2024-12-31 $4.1M 609k 6.66
2024-09-30 $3.9M 541k 7.22
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)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

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