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

Clifford Group’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
2026 Q1	$40.2M	Buy	67,213 +2,402	+4%	+$1.5M	30.93%	1
2025 Q4	$40.6M	Buy	64,811 +1,060	+2%	+$659K	31.39%	1
2025 Q3	$39M	Buy	63,751 +1,555	+3%	+$917K	30.41%	1
2025 Q2	$35.3M	Buy	62,196 +2,520	+4%	+$1.32M	29.02%	1
2025 Q1	$30.7M	Buy	59,676 +4,833	+9%	+$2.61M	28.65%	1
2024 Q4	$29.5M	Buy	54,843 +1,805	+3%	+$978K	22.52%	1
2024 Q3	$28M	Buy	53,038 +1,069	+2%	+$543K	21.76%	1
2024 Q2	$26M	Sell	51,969 -1,263	-2%	-$608K	20.98%	1
2024 Q1	$25.6M	Buy	53,232 +4,370	+9%	+$2M	21.13%	1
2023 Q4	$21.3M	Buy	48,862 +4,224	+9%	+$1.73M	19.78%	1
2023 Q3	$17.5M	Buy	44,638 +1,767	+4%	+$723K	19.01%	1
2023 Q2	$17.5M	Buy	42,871 +1,971	+5%	+$760K	18.75%	1
2023 Q1	$15.4M	Buy	40,900 +90	+0.2%	+$33K	18.65%	1
2022 Q4	$14.3M	Buy	+40,810	New	+$14.4M	17.91%	1

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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 $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

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

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