Vanguard S&p 500 Etf idx shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $180M | 294k | 612.38 |
| 2025-06-30 | $168M | 296k | 568.03 |
| 2025-03-31 | $151M | 294k | 513.91 |
| 2024-12-31 | $152M | 281k | 538.81 |
| 2024-09-30 | $146M | 276k | 527.67 |
| 2024-06-30 | $138M | 276k | 500.13 |
| 2024-03-31 | $133M | 278k | 480.70 |
| 2023-09-30 | $22M | 57k | 392.70 |
| 2023-06-30 | $23M | 57k | 407.28 |
| 2023-03-31 | $22M | 57k | 376.07 |
| 2022-12-31 | $21M | 59k | 351.34 |
| 2022-09-30 | $19M | 59k | 328.31 |
| 2022-06-30 | $20M | 58k | 346.89 |
| 2022-03-31 | $25M | 60k | 415.17 |
| 2021-03-31 | $232k | 637 | 364.21 |
More positions owned by Wescott Financial Advisory Group
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