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Bivin & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Bivin & Associates’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
Q2 		$38K Hold
110
– – 0.04% 80
2022
Q1 		$46K Sell
110
-450
-80% -$184K 0.04% 83
2021
Q4 		$244K Buy
+560
New +$236K 0.21% 50

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Bivin & Associates's VOO Position: Q2 2022 in Review

Bivin & Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2022 at 110 shares worth $38K. The position accounts for 0.04% of the portfolio, ranked #80.

Bivin & Associates first reported a position in VOO in Q4 2021 and has held it in 3 quarters since. The position peaked at $244K in Q4 2021. 2,085 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

  • Bivin & Associates held 110 shares of Vanguard S&P 500 ETF worth $38K as of Q2 2022.
  • Bivin & Associates left its Vanguard S&P 500 ETF share count unchanged in Q2 2022.
  • Vanguard S&P 500 ETF made up 0.04% of Bivin & Associates's portfolio in Q2 2022, its #80 holding.
  • Bivin & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard S&P 500 ETF position peaked at $244K in Q4 2021.
  • 2,085 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.