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Vanguard S&p 500 Etf idx shares owned by WJ Financial Advisors

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

Historical chart of WJ 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 WJ 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 WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 343 687.24

More positions owned by WJ Financial Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Cornerstone Strategic Value (CLM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Costco Wholesale Corporation (COST)

View all positions for WJ Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Raymond James Financial
CalPERS
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Goldman Sachs Group
Envestnet Asset Management
Royal Bank of Canada
Acorns Advisers
Susquehanna International
Teacher Retirement System Of Texas
LPL Financial
Wells Fargo & Company

View all funds holding Vanguard S&p 500 Etf idx