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

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

Historical chart of CPA 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 CPA 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 CPA Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $998k 2.1k 480.81
2023-12-31 $1.1M 2.6k 436.81
2023-09-30 $718k 1.8k 392.70
2023-06-30 $745k 1.8k 407.28
2023-03-31 $208k 552 376.07

More positions owned by CPA Asset Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us High Profitab (DUHP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Caterpillar (CAT)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
McDonald's Corporation (MCD)

View all positions for CPA Asset Management

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