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Court Place Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Court Place Advisors’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 		– Sell
-1,345
Closed -$441K – 169
2022
Q3 		$441K Sell
1,345
-38
-3% -$13.9K 0.18% 101
2022
Q2 		$480K Sell
1,383
-61
-4% -$23K 0.18% 101
2022
Q1 		$600K Buy
1,444
+4
+0.3% +$1.64K 0.19% 97
2021
Q4 		$629K Buy
1,440
+9
+0.6% +$3.8K 0.17% 97
2021
Q3 		$564K Buy
1,431
+4
+0.3% +$1.62K 0.17% 104
2021
Q2 		$561K Sell
1,427
-5
-0.3% -$1.92K 0.16% 107
2021
Q1 		$522K Buy
1,432
+10
+0.7% +$3.55K 0.16% 106
2020
Q4 		$489K Buy
1,422
+10
+0.7% +$3.26K 0.16% 106
2020
Q3 		$434K Buy
1,412
+9
+0.6% +$2.74K 0.16% 105
2020
Q2 		$398K Hold
1,403
– – 0.16% 110
2020
Q1 		$332K Buy
1,403
+56
+4% +$15.7K 0.15% 117
2019
Q4 		$398K Buy
1,347
+12
+0.9% +$3.39K 0.14% 126
2019
Q3 		$364K Buy
1,335
+334
+33% +$90.7K 0.14% 128
2019
Q2 		$269K Hold
1,001
– – 0.11% 148
2019
Q1 		$260K Sell
1,001
-9
-0.9% -$2.25K 0.11% 146
2018
Q4 		$232K Sell
1,010
-3
-0.3% -$743 0.11% 147
2018
Q3 		$270K Sell
1,013
-8
-0.8% -$2.09K 0.1% 145
2018
Q2 		$255K Hold
1,021
– – 0.11% 146
2018
Q1 		$247K Buy
1,021
+4
+0.4% +$1K 0.1% 145
2017
Q4 		$249K Buy
1,017
+4
+0.4% +$956 0.1% 146
2017
Q3 		$234K Buy
1,013
+5
+0.5% +$1.13K 0.1% 150
2017
Q2 		$224K Buy
1,008
+4
+0.4% +$880 0.11% 150
2017
Q1 		$217K Buy
1,004
+4
+0.4% +$854 0.11% 148
2016
Q4 		$205K Sell
1,000
-9
-0.9% -$1.81K 0.11% 139
2016
Q3 		$200K Buy
+1,009
New +$200K 0.11% 138

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Court Place Advisors's VOO Position: Q4 2022 in Review

Court Place Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 1,345 shares — an estimated $441K sold.

Court Place Advisors first reported a position in VOO in Q3 2016 and held it in 25 quarters. The position peaked at $629K in Q4 2021. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

  • Court Place Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Court Place Advisors sold 1,345 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $441K.
  • Court Place Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2016 and held it in 25 quarters.
  • Court Place Advisors's Vanguard S&P 500 ETF position peaked at $629K in Q4 2021.
  • 2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Court Place Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.