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Cardinal Point Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Cardinal Point Wealth 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
2021
Q3 		$958K Sell
2,422
-214
-8% -$86.8K 0.45% 17
2021
Q2 		$1.04M Buy
2,636
+214
+9% +$82.1K 0.47% 18
2021
Q1 		$882K Hold
2,422
– – 0.44% 19
2020
Q4 		$832K Buy
+2,422
New +$790K 0.42% 17

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
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

Cardinal Point Wealth Management's VOO Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q3 2021, selling an estimated $86.8K and leaving 2,422 shares worth $958K. The position accounts for 0.45% of the portfolio, ranked #17.

Cardinal Point Wealth Management first reported a position in VOO in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.04M in Q2 2021. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

  • Cardinal Point Wealth Management held 2,422 shares of Vanguard S&P 500 ETF worth $958K as of Q3 2021.
  • Cardinal Point Wealth Management sold 214 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $86.8K.
  • Vanguard S&P 500 ETF made up 0.45% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #17 holding.
  • Cardinal Point Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's Vanguard S&P 500 ETF position peaked at $1.04M in Q2 2021.
  • 1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.