Coury Firm Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Coury Firm Asset Management’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	$5.3M	Buy	13,489 +2,610	+24%	+$1.07M	8.46%	3
2023 Q2	$4.43M	Buy	10,879 +214	+2%	+$82.6K	6.39%	4
2023 Q1	$4.01M	Buy	10,665 +6	+0.1%	+$2.2K	5.64%	5
2022 Q4	$3.74M	Buy	10,659 +14	+0.1%	+$4.95K	5.57%	6
2022 Q3	$3.5M	Buy	10,645 +2,681	+34%	+$979K	5.28%	6
2022 Q2	$2.76M	Buy	7,964 +2,178	+38%	+$821K	3.66%	9
2022 Q1	$2.4M	Sell	5,786 -678	-10%	-$278K	2.08%	10
2021 Q4	$2.82M	Buy	+6,464	New	+$2.73M	2.14%	9

Other funds holding VOO

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coury Firm Asset Management's VOO Position: Q3 2023 in Review

Coury Firm Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 24% in Q3 2023, buying an estimated $1.07M and bringing the position to 13,489 shares worth $5.3M. The position accounts for 8.46% of the portfolio, ranked #3.

Coury Firm Asset Management first reported a position in VOO in Q4 2021 and has held it in 8 quarters since. 2,405 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Coury Firm Asset Management held 13,489 shares of Vanguard S&P 500 ETF worth $5.3M as of Q3 2023.
Coury Firm Asset Management bought 2,610 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $1.07M.
Vanguard S&P 500 ETF made up 8.46% of Coury Firm Asset Management's portfolio in Q3 2023, its #3 holding.
Coury Firm Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 8 quarters since.
2,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.