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

Diversified’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
Q3 		$1.74M Sell
3,298
-74
-2% -$37.6K 0.19% 48
2024
Q2 		$1.69M Buy
3,372
+189
+6% +$90.9K 0.2% 45
2024
Q1 		$1.53M Buy
3,183
+19
+0.6% +$8.7K 0.21% 30
2023
Q4 		$1.38M Buy
3,164
+21
+0.7% +$8.6K 0.3% 31
2023
Q3 		$1.23M Sell
3,143
-148
-4% -$60.5K 0.32% 30
2023
Q2 		$1.34M Sell
3,291
-37
-1% -$14.3K 0.34% 28
2023
Q1 		$1.25M Buy
3,328
+255
+8% +$93.5K 0.45% 27
2022
Q4 		$1.08M Sell
3,073
-285
-8% -$101K 0.42% 36
2022
Q3 		$1.1M Sell
3,358
-1,165
-26% -$426K 0.56% 26
2022
Q2 		$1.57M Sell
4,523
-476
-10% -$179K 0.65% 29
2022
Q1 		$2.08M Sell
4,999
-487
-9% -$199K 0.84% 26
2021
Q4 		$2.4M Sell
5,486
-618
-10% -$261K 1.01% 20
2021
Q3 		$2.41M Sell
6,104
-1,452
-19% -$589K 1.28% 19
2021
Q2 		$2.97M Sell
7,556
-1,817
-19% -$697K 1.66% 15
2021
Q1 		$3.42M Sell
9,373
-742
-7% -$263K 2.63% 12
2020
Q4 		$3.11M Buy
+10,115
New +$3.3M 2.65% 11

Other funds holding VOO

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $530B AUM 22.01% 1-Year Est. Return

Diversified's VOO Position: Q3 2024 in Review

Diversified reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q3 2024, selling an estimated $37.6K and leaving 3,298 shares worth $1.74M. The position accounts for 0.19% of the portfolio, ranked #48.

Diversified first reported a position in VOO in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.42M in Q1 2021. 2,929 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Diversified held 3,298 shares of Vanguard S&P 500 ETF worth $1.74M as of Q3 2024.
  • Diversified sold 74 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $37.6K.
  • Vanguard S&P 500 ETF made up 0.19% of Diversified's portfolio in Q3 2024, its #48 holding.
  • Diversified first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
  • Diversified's Vanguard S&P 500 ETF position peaked at $3.42M in Q1 2021.
  • 2,929 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.