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Vanguard S&p 500 Etf idx shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Wetzel Investment 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 24k 529.31
2024-06-30 $10M 21k 480.70
2024-03-31 $9.7M 21k 458.95
2023-12-31 $9.0M 21k 436.80

More positions owned by Wetzel Investment Advisors

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Conv Bd Etf (ICVT)

View all positions for Wetzel Investment 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