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Vanguard S&p 500 Etf idx shares owned by Measured Wealth Private Client Group

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Measured Wealth Private Client Group from 13F filings

Historical chart of Measured Wealth Private Client Group 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 Measured Wealth Private Client Group 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 Measured Wealth Private Client Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $424k 881 480.70
2023-12-31 $734k 1.7k 436.80
2023-09-30 $642k 1.6k 392.70
2018-09-30 $50k 186 267.24

More positions owned by Measured Wealth Private Client Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Indl (XLI)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Measured Wealth Private Client Group

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