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Bluefin Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bluefin Capital 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
2023
Q1 		– Hold
0
– – – 78
2022
Q4 		– Sell
-3,100
Closed -$1.02M – 665
2022
Q3 		$1.02M Buy
+3,100
New +$1.13M 0.09% 128

Other funds holding VOO

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
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 $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bluefin Capital Management's VOO Position: Q1 2023 in Review

Bluefin Capital Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2023 at 0 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #78.

Bluefin Capital Management first reported a position in VOO in Q3 2022 and has held it in 1 quarter since. The position peaked at $1.02M in Q3 2022. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

  • Bluefin Capital Management held 0 shares of Vanguard S&P 500 ETF worth $526K as of Q1 2023.
  • Bluefin Capital Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2023.
  • Vanguard S&P 500 ETF made up 0.07% of Bluefin Capital Management's portfolio in Q1 2023, its #78 holding.
  • Bluefin Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 1 quarter since.
  • Bluefin Capital Management's Vanguard S&P 500 ETF position peaked at $1.02M in Q3 2022.
  • 2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.