American Family Insurance Mutual Holding’s Vanguard S&P 500 ETF VOO Stock Holding History

American Family Insurance Mutual Holding’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
2023 Q4	–	Sell	-147,764	Closed	-$58M	–	12
2023 Q3	$58M	Hold	147,764	–	–	4.51%	6
2023 Q2	$60.2M	Hold	147,764	–	–	4.54%	6
2023 Q1	$55.6M	Hold	147,764	–	–	3.98%	5
2022 Q4	$51.9M	Buy	147,764 +69,520	+89%	+$24.6M	4.6%	5
2022 Q3	$25.7M	Buy	78,244 +32,309	+70%	+$11.8M	1.4%	8
2022 Q2	$15.9M	Buy	45,935 +13,795	+43%	+$5.2M	0.78%	11
2022 Q1	$13.3M	Buy	32,140 +22,380	+229%	+$9.16M	0.54%	11
2021 Q4	$4.26M	Buy	9,760 +3,480	+55%	+$1.47M	0.15%	10
2021 Q3	$2.48M	Hold	6,280	–	–	0.09%	11
2021 Q2	$2.47M	Hold	6,280	–	–	0.12%	10
2021 Q1	$2.29M	Buy	+6,280	New	+$2.23M	0.14%	7
2020 Q4	–	Sell	-237,261	Closed	-$73M	–	11
2020 Q3	$73M	Buy	+237,261	New	+$72.3M	4.62%	4

Other funds holding VOO

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Family Insurance Mutual Holding's VOO Position: Q4 2023 in Review

American Family Insurance Mutual Holding sold out of Vanguard S&P 500 ETF (VOO) in Q4 2023, closing a stake of 147,764 shares — an estimated $58M sold.

American Family Insurance Mutual Holding first reported a position in VOO in Q3 2020 and held it in 12 quarters. The position peaked at $73M in Q3 2020. 2,664 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

American Family Insurance Mutual Holding reported no remaining Vanguard S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
American Family Insurance Mutual Holding sold 147,764 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $58M.
American Family Insurance Mutual Holding first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 12 quarters.
American Family Insurance Mutual Holding's Vanguard S&P 500 ETF position peaked at $73M in Q3 2020.
2,664 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on American Family Insurance Mutual Holding's 13F filing for Q4 2023, filed 14 Feb 2024.