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

Buckingham Strategic 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
Q2 		$2.45K Buy
+100
New +$48.1K ﹤0.01% 782

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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buckingham Strategic Wealth's VOO Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2024, buying an estimated $362K and bringing the position to 60,719 shares worth $30.4M. The position accounts for 0.31% of the portfolio, ranked #49.

Buckingham Strategic Wealth first reported a position in VOO in Q2 2013 and has held it in 33 quarters since. 2,834 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Buckingham Strategic Wealth held 60,719 shares of Vanguard S&P 500 ETF worth $30.4M as of Q2 2024.
  • Buckingham Strategic Wealth bought 752 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $362K.
  • Vanguard S&P 500 ETF made up 0.31% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #49 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 33 quarters since.
  • 2,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.