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Bison Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Bison Wealth’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
Q4 		$2.58M Buy
4,790
+277
+6% +$150K 0.57% 40
2024
Q3 		$2.38M Buy
4,513
+806
+22% +$410K 0.38% 63
2024
Q2 		$1.78M Hold
3,707
– – 0.29% 85
2024
Q1 		$1.78M Buy
3,707
+787
+27% +$360K 0.29% 85
2023
Q4 		$1.28M Buy
2,920
+464
+19% +$190K 0.23% 111
2023
Q3 		$964K Sell
2,456
-670
-21% -$274K 0.19% 128
2023
Q2 		$1.27M Buy
3,126
+638
+26% +$246K 0.24% 107
2023
Q1 		$942K Buy
2,488
+139
+6% +$51K 0.29% 102
2022
Q4 		$865K Sell
2,349
-159
-6% -$56.2K 0.28% 113
2022
Q3 		$823K Buy
2,508
+601
+32% +$220K 0.32% 100
2022
Q2 		$661K Buy
1,907
+260
+16% +$97.9K 0.38% 70
2022
Q1 		$684K Sell
1,647
-993
-38% -$407K 0.35% 76
2021
Q4 		$1.15M Sell
2,640
-8,900
-77% -$3.76M 0.67% 35
2021
Q3 		$4.55M Sell
11,540
-3,422
-23% -$1.39M 2.08% 8
2021
Q2 		$5.89M Sell
14,962
-2,281
-13% -$876K 2.57% 4
2021
Q1 		$6.28M Buy
17,243
+1,695
+11% +$601K 2.69% 4
2020
Q4 		$5.34M Buy
15,548
+1,668
+12% +$544K 2.5% 5
2020
Q3 		$4.27M Buy
13,880
+2,234
+19% +$681K 2.51% 6
2020
Q2 		$3.3M Buy
11,646
+3,898
+50% +$1.05M 2.09% 8
2020
Q1 		$1.83M Buy
7,748
+1,411
+22% +$395K 1.33% 12
2019
Q4 		$1.88M Sell
6,337
-290
-4% -$82K 0.9% 29
2019
Q3 		$1.81M Buy
6,627
+1,068
+19% +$290K 1% 27
2019
Q2 		$1.5M Buy
5,559
+1,110
+25% +$294K 0.87% 28
2019
Q1 		$1.16M Sell
4,449
-235
-5% -$58.7K 0.71% 36
2018
Q4 		$1.08M Buy
+4,684
New +$1.16M 0.78% 33

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Bison Wealth's VOO Position: Q4 2024 in Review

Bison Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q4 2024, buying an estimated $150K and bringing the position to 4,790 shares worth $2.58M. The position accounts for 0.57% of the portfolio, ranked #40.

Bison Wealth first reported a position in VOO in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.28M in Q1 2021. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Bison Wealth held 4,790 shares of Vanguard S&P 500 ETF worth $2.58M as of Q4 2024.
  • Bison Wealth bought 277 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $150K.
  • Vanguard S&P 500 ETF made up 0.57% of Bison Wealth's portfolio in Q4 2024, its #40 holding.
  • Bison Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • Bison Wealth's Vanguard S&P 500 ETF position peaked at $6.28M in Q1 2021.
  • 3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.