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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
2024-03-31 $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)
Vanguard Value Etf Value Etf (VTV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
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

Raymond James & Associates
Vanguard Group
Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
HPM Partners
Wells Fargo & Company
Bank of New York Mellon
Global Assets Advisory
Mercer Global Advisors
Assetmark
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
National Mutual Insurance Federation of Agricultural Cooperatives

View all funds holding Vanguard S&p 500 Etf idx