Advisor Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Advisor Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.29M	Sell	6,609 -1,247	-16%	-$470K	0.16%	128
2022 Q1	$3.26M	Buy	7,856 +1,384	+21%	+$567K	0.2%	92
2021 Q4	$2.83M	Buy	6,472 +960	+17%	+$405K	0.17%	109
2021 Q3	$2.17M	Buy	5,512 +340	+7%	+$138K	0.15%	140
2021 Q2	$2.04M	Sell	5,172 -1,330	-20%	-$511K	0.13%	153
2021 Q1	$2.37M	Sell	6,502 -1,633	-20%	-$579K	0.17%	115
2020 Q4	$2.8M	Buy	8,135 +3,004	+59%	+$979K	0.21%	90
2020 Q3	$1.58M	Hold	5,131	–	–	0.14%	148
2020 Q2	$1.46M	Buy	+5,131	New	+$1.38M	0.14%	153
2020 Q1	–	Sell	-808	Closed	-$244K	–	701
2019 Q4	$244K	Hold	808	–	–	0.03%	546
2019 Q3	$220K	Buy	+808	New	+$219K	0.03%	593

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Advisor Partners's VOO Position: Q2 2022 in Review

Advisor Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2022, selling an estimated $470K and leaving 6,609 shares worth $2.29M. The position accounts for 0.16% of the portfolio, ranked #128.

Advisor Partners first reported a position in VOO in Q3 2019 and has held it in 11 quarters since. The position peaked at $3.26M in Q1 2022. 2,085 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

Advisor Partners held 6,609 shares of Vanguard S&P 500 ETF worth $2.29M as of Q2 2022.
Advisor Partners sold 1,247 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $470K.
Vanguard S&P 500 ETF made up 0.16% of Advisor Partners's portfolio in Q2 2022, its #128 holding.
Advisor Partners first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 11 quarters since.
Advisor Partners's Vanguard S&P 500 ETF position peaked at $3.26M in Q1 2022.
2,085 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.