BFEC
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Benjamin F. Edwards & Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$7.23M Buy
14,458
+753
+5% +$362K 0.13% 179
2024
Q1 		$6.59M Buy
13,705
+1,347
+11% +$616K 0.12% 184
2023
Q4 		$5.4M Buy
12,358
+2,933
+31% +$1.2M 0.11% 191
2023
Q3 		$3.7M Sell
9,425
-33
-0.3% -$13.5K 0.14% 139
2023
Q2 		$3.85M Sell
9,458
-106
-1% -$40.9K 0.15% 142
2023
Q1 		$3.6M Buy
9,564
+70
+0.7% +$25.7K 0.15% 144
2022
Q4 		$3.34M Sell
9,494
-13,519
-59% -$4.78M 0.15% 151
2022
Q3 		$7.55M Sell
23,013
-3,088
-12% -$1.13M 0.38% 66
2022
Q2 		$9.05M Buy
26,101
+20,241
+345% +$7.63M 0.44% 56
2022
Q1 		$2.43M Buy
5,860
+424
+8% +$174K 0.11% 199
2021
Q4 		$2.37M Buy
5,436
+212
+4% +$89.5K 0.11% 199
2021
Q3 		$2.06M Sell
5,224
-127
-2% -$51.5K 0.1% 199
2021
Q2 		$2.11M Buy
5,351
+54
+1% +$20.7K 0.11% 205
2021
Q1 		$1.93M Buy
5,297
+767
+17% +$272K 0.1% 210
2020
Q4 		$1.56M Buy
4,530
+2,027
+81% +$661K 0.09% 230
2020
Q3 		$770K Buy
2,503
+302
+14% +$92K 0.05% 319
2020
Q2 		$624K Sell
2,201
-243
-10% -$65.4K 0.05% 331
2020
Q1 		$579K Buy
2,444
+125
+5% +$35K 0.05% 313
2019
Q4 		$686K Buy
2,319
+569
+33% +$161K 0.05% 325
2019
Q3 		$477K Buy
1,750
+173
+11% +$47K 0.04% 373
2019
Q2 		$424K Buy
1,577
+1,313
+497% +$347K 0.04% 391
2019
Q1 		$69K Hold
264
– – 0.01% 782
2018
Q4 		$61K Hold
264
– – 0.01% 779
2018
Q3 		$71K Sell
264
-119
-31% -$31.1K 0.01% 767
2018
Q2 		$96K Sell
383
-57
-13% -$14.1K 0.01% 681
2018
Q1 		$107K Buy
440
+37
+9% +$9.28K 0.01% 657
2017
Q4 		$99K Sell
403
-230
-36% -$55K 0.01% 651
2017
Q3 		$146K Buy
633
+26
+4% +$5.89K 0.02% 525
2017
Q2 		$135K Sell
607
-102
-14% -$22.4K 0.02% 509
2017
Q1 		$153K Sell
709
-287
-29% -$61.2K 0.02% 465
2016
Q4 		$204K Buy
996
+68
+7% +$13.6K 0.03% 362
2016
Q3 		$184K Sell
928
-899
-49% -$178K 0.03% 343
2016
Q2 		$351K Buy
1,827
+901
+97% +$172K 0.07% 254
2016
Q1 		$175K Buy
926
+14
+2% +$2.5K 0.04% 323
2015
Q4 		$171K Buy
912
+145
+19% +$27.3K 0.04% 329
2015
Q3 		$135K Buy
767
+49
+7% +$9.11K 0.03% 366
2015
Q2 		$136K Buy
718
+314
+78% +$60.5K 0.03% 407
2015
Q1 		$76K Buy
404
+286
+242% +$54.1K 0.02% 490
2014
Q4 		$22K Sell
118
-1
-0.8% -$184 0.01% 655
2014
Q3 		$21K Buy
119
+4
+3% +$725 0.01% 646
2014
Q2 		$21K Buy
115
+9
+8% +$1.57K 0.01% 606
2014
Q1 		$18K Buy
106
+88
+489% +$14.8K ﹤0.01% 601
2013
Q4 		$3K Buy
18
+14
+350% +$2.27K ﹤0.01% 820
2013
Q3 		$1K Buy
4
+1
+33% +$154 ﹤0.01% 817
2013
Q2 		$0 Buy
+3
New +$443 ﹤0.01% 807

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benjamin F. Edwards & Company's VOO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q2 2024, buying an estimated $362K and bringing the position to 14,458 shares worth $7.23M. The position accounts for 0.13% of the portfolio, ranked #179.

Benjamin F. Edwards & Company first reported a position in VOO in Q2 2013 and has held it in 45 quarters since. The position peaked at $9.05M in Q2 2022. 2,830 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Benjamin F. Edwards & Company held 14,458 shares of Vanguard S&P 500 ETF worth $7.23M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 753 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $362K.
  • Vanguard S&P 500 ETF made up 0.13% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #179 holding.
  • Benjamin F. Edwards & Company first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Vanguard S&P 500 ETF position peaked at $9.05M in Q2 2022.
  • 2,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.