Vanguard S&p 500 Etf idx shares owned by West Branch Capital
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Vanguard S&p 500 Etf idx
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All positions including Vanguard S&p 500 Etf idx held by West Branch Capital 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $332k | 542 | 612.79 |
| 2025-06-30 | $308k | 542 | 568.41 |
| 2025-03-31 | $279k | 542 | 514.25 |
| 2024-12-31 | $306k | 568 | 539.24 |
| 2024-09-30 | $309k | 585 | 527.86 |
| 2024-06-30 | $172k | 345 | 499.56 |
| 2024-03-31 | $166k | 345 | 480.15 |
| 2023-12-31 | $121k | 278 | 436.18 |
| 2023-09-30 | $320k | 815 | 392.74 |
| 2023-06-30 | $332k | 815 | 407.32 |
| 2023-03-31 | $307k | 815 | 376.11 |
| 2022-12-31 | $286k | 815 | 351.38 |
| 2022-09-30 | $281k | 856 | 328.27 |
| 2022-06-30 | $307k | 886 | 346.50 |
| 2022-03-31 | $368k | 886 | 415.35 |
| 2021-12-31 | $280k | 640 | 437.50 |