Anchor Pointe Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Anchor Pointe Wealth Management’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
2024 Q4	$767K	Buy	+1,417	New	+$768K	1%	31

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Anchor Pointe Wealth Management's VOO Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2024: 1,417 shares worth $767K. The stake represents 1% of the portfolio and ranks #31 among its holdings.

3,327 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Anchor Pointe Wealth Management held 1,417 shares of Vanguard S&P 500 ETF worth $767K as of Q4 2024.
Vanguard S&P 500 ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Vanguard S&P 500 ETF made up 1% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #31 holding.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.