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Vanguard S&p 500 Etf idx shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives 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 Planning Alternatives 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 Planning Alternatives

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 4.4k 480.70
2023-12-31 $1.9M 4.4k 436.79
2023-09-30 $1.8M 4.6k 392.66
2023-03-31 $200k 532 376.07
2022-03-31 $2.1M 5.0k 415.13

More positions owned by Planning Alternatives

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Planning Alternatives

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