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

Compton Financial 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
2023
Q3 		– Sell
-5,845
Closed -$2.38M – 37
2023
Q2 		$2.38M Hold
5,845
– – 0.9% 13
2023
Q1 		$2.2M Buy
+5,845
New +$2.14M 0.87% 13

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Compton Financial Group's VOO Position: Q3 2023 in Review

Compton Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 5,845 shares — an estimated $2.38M sold.

Compton Financial Group first reported a position in VOO in Q1 2023 and held it in 2 quarters. The position peaked at $2.38M in Q2 2023. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

  • Compton Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • Compton Financial Group sold 5,845 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $2.38M.
  • Compton Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2023 and held it in 2 quarters.
  • Compton Financial Group's Vanguard S&P 500 ETF position peaked at $2.38M in Q2 2023.
  • 2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Compton Financial Group's 13F filing for Q3 2023, filed 24 Oct 2023.