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Castle Financial & Retirement Planning Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Castle Financial & Retirement Planning 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
2021
Q4 		$4.35M Buy
+10,495
New +$4.43M 14.76% 1

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

Castle Financial & Retirement Planning Associates's VOO Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2021: 10,495 shares worth $4.35M. The stake represents 14.76% of the portfolio and ranks #1 among its holdings.

2,108 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 10,495 shares of Vanguard S&P 500 ETF worth $4.35M as of Q4 2021.
  • Vanguard S&P 500 ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Vanguard S&P 500 ETF made up 14.76% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #1 holding.
  • 2,108 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.