Barber Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Barber Financial Group’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 Q1	$17M	Buy	45,318 +20,323	+81%	+$7.45M	3%	6
2022 Q4	$8.78M	Buy	24,995 +14,380	+135%	+$5.08M	2.43%	6
2022 Q3	$3.48M	Buy	10,615 +8,304	+359%	+$3.03M	1.01%	17
2022 Q2	$802K	Buy	+2,311	New	+$871K	0.13%	50

Other funds holding VOO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barber Financial Group's VOO Position: Q1 2023 in Review

Barber Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 81% in Q1 2023, buying an estimated $7.45M and bringing the position to 45,318 shares worth $17M. The position accounts for 3% of the portfolio, ranked #6.

Barber Financial Group first reported a position in VOO in Q2 2022 and has held it in 4 quarters since. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Barber Financial Group held 45,318 shares of Vanguard S&P 500 ETF worth $17M as of Q1 2023.
Barber Financial Group bought 20,323 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $7.45M.
Vanguard S&P 500 ETF made up 3% of Barber Financial Group's portfolio in Q1 2023, its #6 holding.
Barber Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 4 quarters since.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.