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

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

Historical chart of Beaumont 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 Beaumont 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 39k 480.70
2023-12-31 $17M 38k 436.79
2023-09-30 $16M 41k 392.70
2023-06-30 $18M 44k 407.28
2023-03-31 $17M 46k 376.07
2022-12-31 $17M 49k 351.34

More positions owned by Beaumont Financial Advisors

Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Ishares Global 100 Etf Etf (IOO)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Etf (JQUA)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James & Associates
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Goldman Sachs Group
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Ameriprise Financial
Mercer Global Advisors
Royal Bank of Canada
Global Assets Advisory
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx