CFO4Life’s Vanguard S&P 500 ETF VOO Stock Holding History

CFO4Life’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
2022 Q4	$41.9M	Buy	+119,138	New	+$42.1M	8.9%	2

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CFO4Life's VOO Position: Q4 2022 in Review

CFO4Life opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2022: 119,138 shares worth $41.9M. The stake represents 8.9% of the portfolio and ranks #2 among its holdings.

2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

CFO4Life held 119,138 shares of Vanguard S&P 500 ETF worth $41.9M as of Q4 2022.
Vanguard S&P 500 ETF was a new CFO4Life position in Q4 2022.
Vanguard S&P 500 ETF made up 8.9% of CFO4Life's portfolio in Q4 2022, its #2 holding.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.