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Vanguard S&p 500 Etf idx shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 9.0k 527.67
2024-06-30 $13M 25k 500.13
2024-03-31 $567k 1.2k 480.70
2023-09-30 $885k 2.3k 392.70

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset Management

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