Claraphi Advisory Network’s Vanguard S&P 500 ETF VOO Stock Holding History

Claraphi Advisory Network’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	$6.12M	Buy	17,424 +6,148	+55%	+$2.17M	2.44%	5
2022 Q3	$3.7M	Sell	11,276 -1,938	-15%	-$708K	2%	5
2022 Q2	$4.58M	Sell	13,214 -2,126	-14%	-$801K	1.61%	9
2022 Q1	$6.37M	Buy	15,340 +9,849	+179%	+$4.03M	1.84%	9
2021 Q4	$2.4M	Sell	5,491 -381	-6%	-$161K	0.84%	25
2021 Q3	$2.32M	Buy	5,872 +225	+4%	+$91.3K	0.82%	23
2021 Q2	$2.22M	Sell	5,647 -902	-14%	-$346K	0.67%	26
2021 Q1	$2.39M	Buy	6,549 +3,703	+130%	+$1.31M	0.66%	25
2020 Q4	$978K	Sell	2,846 -105	-4%	-$34.2K	0.27%	73
2020 Q3	$908K	Buy	2,951 +275	+10%	+$83.8K	0.33%	55
2020 Q2	$758K	Buy	2,676 +444	+20%	+$120K	0.32%	60
2020 Q1	$529K	Sell	2,232 -663	-23%	-$186K	0.25%	76
2019 Q4	$856K	Buy	2,895 +126	+5%	+$35.6K	0.52%	38
2019 Q3	$755K	Buy	2,769 +590	+27%	+$160K	0.46%	43
2019 Q2	$587K	Buy	2,179 +157	+8%	+$41.5K	0.34%	70
2019 Q1	$525K	Buy	+2,022	New	+$505K	0.33%	72

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

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

Claraphi Advisory Network's VOO Position: Q4 2022 in Review

Claraphi Advisory Network increased its Vanguard S&P 500 ETF (VOO) stake by 55% in Q4 2022, buying an estimated $2.17M and bringing the position to 17,424 shares worth $6.12M. The position accounts for 2.44% of the portfolio, ranked #5.

Claraphi Advisory Network first reported a position in VOO in Q1 2019 and has held it in 16 quarters since. The position peaked at $6.37M in Q1 2022. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Claraphi Advisory Network held 17,424 shares of Vanguard S&P 500 ETF worth $6.12M as of Q4 2022.
Claraphi Advisory Network bought 6,148 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $2.17M.
Vanguard S&P 500 ETF made up 2.44% of Claraphi Advisory Network's portfolio in Q4 2022, its #5 holding.
Claraphi Advisory Network first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 16 quarters since.
Claraphi Advisory Network's Vanguard S&P 500 ETF position peaked at $6.37M in Q1 2022.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.