Altshuler Shaham’s Vanguard S&P 500 ETF VOO Stock Holding History

Altshuler Shaham’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 Q4	–	Sell	-5,782	Closed	-$1.94M	–	608
2022 Q3	$1.94M	Buy	5,782 +11	+0.2%	+$4.02K	0.05%	45
2022 Q2	$2.01M	Buy	5,771 +311	+6%	+$117K	0.03%	55
2022 Q1	$2.27M	Buy	+5,460	New	+$2.24M	0.02%	112
2021 Q4	–	Sell	-4,569	Closed	-$379K	–	654
2021 Q3	$379K	Sell	4,569 -114,276	-96%	-$46.4M	﹤0.01%	209
2021 Q2	$46.8M	Buy	118,845 +111,825	+1,593%	+$42.9M	0.35%	31
2021 Q1	$2.56M	Buy	+7,020	New	+$2.49M	0.03%	68
2020 Q4	–	Sell	-2,906	Closed	-$894K	–	471
2020 Q3	$894K	Sell	2,906 -2,594	-47%	-$790K	0.02%	79
2020 Q2	$1.56M	Buy	+5,500	New	+$1.48M	0.05%	49

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Altshuler Shaham's VOO Position: Q4 2022 in Review

Altshuler Shaham sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 5,782 shares — an estimated $1.94M sold.

Altshuler Shaham first reported a position in VOO in Q2 2020 and held it in 8 quarters. The position peaked at $46.8M in Q2 2021. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Altshuler Shaham reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 5,782 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $1.94M.
Altshuler Shaham first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 8 quarters.
Altshuler Shaham's Vanguard S&P 500 ETF position peaked at $46.8M in Q2 2021.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.