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Barton Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Barton Investment 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
2022
Q1 		– Sell
-635
Closed -$277K – 44
2021
Q4 		$277K Sell
635
-260
-29% -$110K 0.02% 41
2021
Q3 		$353K Sell
895
-140
-14% -$56.8K 0.03% 38
2021
Q2 		$407K Buy
+1,035
New +$397K 0.03% 37

Other funds holding VOO

Bank of America
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barton Investment Management's VOO Position: Q1 2022 in Review

Barton Investment Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 635 shares — an estimated $277K sold.

Barton Investment Management first reported a position in VOO in Q2 2021 and held it in 3 quarters. The position peaked at $407K in Q2 2021. 2,129 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

  • Barton Investment Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Barton Investment Management sold 635 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $277K.
  • Barton Investment Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and held it in 3 quarters.
  • Barton Investment Management's Vanguard S&P 500 ETF position peaked at $407K in Q2 2021.
  • 2,129 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Barton Investment Management's 13F filing for Q1 2022, filed 20 Apr 2022.