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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

Tip: Access up to 7 years of quarterly data

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
2025-09-30 $5.6M 9.1k 612.38
2025-06-30 $4.5M 7.8k 568.04
2025-03-31 $2.8M 5.5k 513.92
2024-12-31 $5.4M 10k 538.81
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