Bank of the West’s Vanguard S&P 500 ETF VOO Stock Holding History

Bank of the West’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	$742K	Hold	2,113	–	–	0.09%	153
2022 Q3	$694K	Sell	2,113 -154	-7%	-$56.2K	0.09%	146
2022 Q2	$786K	Buy	2,267 +154	+7%	+$58K	0.1%	141
2022 Q1	$877K	Hold	2,113	–	–	0.09%	141
2021 Q4	$922K	Hold	2,113	–	–	0.09%	145
2021 Q3	$833K	Sell	2,113 -225	-10%	-$91.3K	0.09%	145
2021 Q2	$920K	Buy	2,338 +100	+4%	+$38.4K	0.09%	140
2021 Q1	$815K	Hold	2,238	–	–	0.09%	138
2020 Q4	$769K	Buy	+2,238	New	+$730K	0.09%	134

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

Bank of the West's VOO Position: Q4 2022 in Review

Bank of the West held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2022 at 2,113 shares worth $742K. The position accounts for 0.09% of the portfolio, ranked #153.

Bank of the West first reported a position in VOO in Q4 2020 and has held it in 9 quarters since. The position peaked at $922K in Q4 2021. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Bank of the West held 2,113 shares of Vanguard S&P 500 ETF worth $742K as of Q4 2022.
Bank of the West left its Vanguard S&P 500 ETF share count unchanged in Q4 2022.
Vanguard S&P 500 ETF made up 0.09% of Bank of the West's portfolio in Q4 2022, its #153 holding.
Bank of the West first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
Bank of the West's Vanguard S&P 500 ETF position peaked at $922K in Q4 2021.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.