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Vanguard S&p 500 Etf idx shares owned by ERTS Wealth Advisors

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

Historical chart of ERTS Wealth Advisors 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 ERTS Wealth 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 ERTS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $493k 1.0k 480.70
2019-12-31 $20k 87 229.89
2019-03-31 $20k 87 229.89
2018-12-31 $20k 87 229.89

More positions owned by ERTS Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Broad Usd High (USHY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)

View all positions for ERTS Wealth 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