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Cassady Schiller Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Cassady Schiller 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
2024
Q4 		$23.6M Buy
43,721
+719
+2% +$389K 8.64% 3
2024
Q3 		$22.7M Buy
43,002
+933
+2% +$474K 8.3% 3
2024
Q2 		$21M Buy
42,069
+3,204
+8% +$1.54M 8.55% 2
2024
Q1 		$18.7M Buy
38,865
+3,598
+10% +$1.65M 8.34% 2
2023
Q4 		$15.4M Buy
35,267
+2,236
+7% +$915K 7.73% 2
2023
Q3 		$13M Buy
33,031
+1,733
+6% +$709K 7.19% 2
2023
Q2 		$12.7M Buy
31,298
+1,433
+5% +$553K 6.92% 3
2023
Q1 		$11.2M Sell
29,865
-77
-0.3% -$28.2K 5.28% 4
2022
Q4 		$10.5M Buy
29,942
+6,650
+29% +$2.35M 6.47% 3
2022
Q3 		$7.65M Buy
23,292
+1,240
+6% +$453K 4.41% 4
2022
Q2 		$7.65M Buy
22,052
+520
+2% +$196K 4.02% 4
2022
Q1 		$8.94M Buy
21,532
+2,288
+12% +$937K 4.31% 5
2021
Q4 		$8.4M Buy
+19,244
New +$8.12M 5.06% 4

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

Cassady Schiller Wealth Management's VOO Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q4 2024, buying an estimated $389K and bringing the position to 43,721 shares worth $23.6M. The position accounts for 8.64% of the portfolio, ranked #3.

Cassady Schiller Wealth Management first reported a position in VOO in Q4 2021 and has held it in 13 quarters since. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Cassady Schiller Wealth Management held 43,721 shares of Vanguard S&P 500 ETF worth $23.6M as of Q4 2024.
  • Cassady Schiller Wealth Management bought 719 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $389K.
  • Vanguard S&P 500 ETF made up 8.64% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #3 holding.
  • Cassady Schiller Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.