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Vanguard S&p 500 Etf idx shares owned by Willingdon Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Willingdon Wealth Management from 13F filings

Historical chart of Willingdon Wealth Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Willingdon Wealth Management 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 Willingdon Wealth Management

Quarter filed Position value Share count Share price at filing
2020-03-31 $212k 896 236.61
2016-03-31 $216k 1.1k 188.48

More positions owned by Willingdon Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR Gold Trust (GLD)
Public Storage (PSA)
iShares S&P US Pref Stock Idx Fnd (PFF)
iShares S&P 500 Index (IVV)
Republic Services (RSG)
Waste Management (WM)
Oracle Corporation (ORCL)
Verizon Communications (VZ)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Spdr S&p 500 Etf (SPY)
Charter Communications Inc New Cl A cl a (CHTR)

View all positions for Willingdon Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Envestnet Asset Management
Jones Financial Companies, L.L
Wells Fargo & Company
LPL Financial
HPM Partners
Royal Bank of Canada
Assetmark
Raymond James Financial Services Advisors
National Mutual Insurance Federation of Agricultural Cooperatives
Mirae Asset Global Investments
Citigroup
Envestnet Portfolio Solutions

View all funds holding Vanguard S&p 500 Etf idx