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

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

Historical chart of Tobias Financial 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 Tobias 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 Tobias Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $205k 426 480.15
2021-12-31 $6.6M 15k 436.59

More positions owned by Tobias Financial Advisors

Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Tobias 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