Axiom Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Axiom Advisory’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 Q3	$50.1M	Buy	98,618 +16,516	+20%	+$8.4M	0.47%	21
2024 Q2	$39.5M	Buy	82,102 +80,811	+6,260%	+$38.9M	0.43%	23
2024 Q1	$620K	Sell	1,291 -199	-13%	-$91.1K	0.46%	22
2023 Q4	$651K	Buy	1,490 +10	+0.7%	+$4.09K	0.52%	21
2023 Q3	$581K	Sell	1,480 -8	-0.5%	-$3.27K	0.52%	21
2023 Q2	$606K	Buy	1,488 +182	+14%	+$70.2K	0.54%	21
2023 Q1	$493K	Buy	1,306 +4	+0.3%	+$1.47K	0.47%	22
2022 Q4	$457K	Buy	1,302 +11	+0.9%	+$3.89K	0.48%	21
2022 Q3	$424K	Hold	1,291	–	–	0.5%	22
2022 Q2	$448K	Hold	1,291	–	–	0.5%	22
2022 Q1	$536K	Buy	1,291 +20	+2%	+$8.19K	0.45%	22
2021 Q4	$555K	Buy	+1,271	New	+$537K	0.46%	23

Other funds holding VOO

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Axiom Advisory's VOO Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q3 2024, buying an estimated $8.4M and bringing the position to 98,618 shares worth $50.1M. The position accounts for 0.47% of the portfolio, ranked #21.

Axiom Advisory first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Axiom Advisory held 98,618 shares of Vanguard S&P 500 ETF worth $50.1M as of Q3 2024.
Axiom Advisory bought 16,516 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $8.4M.
Vanguard S&P 500 ETF made up 0.47% of Axiom Advisory's portfolio in Q3 2024, its #21 holding.
Axiom Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.