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VOO icon

Coombe, Bender & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Coombe, Bender & Co’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
2024
Q2 		$10.1M Sell
20,126
-1,439
-7% -$692K 5.93% 2
2024
Q1 		$10.4M Sell
21,565
-872
-4% -$399K 6.3% 2
2023
Q4 		$9.8M Sell
22,437
-1,202
-5% -$492K 6.13% 2
2023
Q3 		$9.28M Sell
23,639
-1,749
-7% -$715K 6.98% 3
2023
Q2 		$10.3M Buy
25,388
+700
+3% +$270K 7.54% 2
2023
Q1 		$9.28M Sell
24,688
-1,995
-7% -$732K 7.28% 1
2022
Q4 		$9.38M Sell
26,683
-1,258
-5% -$444K 8.55% 1
2022
Q3 		$9.17M Buy
27,941
+250
+0.9% +$91.3K 8.15% 1
2022
Q2 		$9.61M Buy
+27,691
New +$10.4M 8.13% 1

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return