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

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

Historical chart of WJ Wealth Management 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 WJ 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 WJ Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 394 612.38
2025-06-30 $230k 404 568.03
2025-03-31 $239k 464 513.91
2024-12-31 $319k 592 538.81
2024-09-30 $334k 632 527.67

More positions owned by WJ Wealth Management

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tcw Etf Trust Flexible Income (FLXR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Harbor Etf Trust Long Term Grower (WINN)
Capital Group International SHS (CGIE)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Global X Fds Defense Tech Etf (SHLD)
Tcw Etf Trust Transform System (PWRD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for WJ Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx