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

Domani Wealth’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
Q1 		$92.5M Sell
245,834
-392
-0.2% -$144K 21.45% 1
2022
Q4 		$86.5M Sell
246,226
-3,705
-1% -$1.31M 21.64% 1
2022
Q3 		$82.1M Buy
249,931
+1,733
+0.7% +$633K 24.05% 1
2022
Q2 		$86.1M Sell
248,198
-333
-0.1% -$125K 23.53% 1
2022
Q1 		$103M Sell
248,531
-1,638
-0.7% -$671K 22.34% 1
2021
Q4 		$109M Sell
250,169
-2,677
-1% -$1.13M 21.4% 1
2021
Q3 		$99.7M Sell
252,846
-4,823
-2% -$1.96M 20.87% 1
2021
Q2 		$101M Sell
257,669
-10,274
-4% -$3.94M 20.45% 1
2021
Q1 		$97.6M Buy
267,943
+8,648
+3% +$3.07M 18.81% 1
2020
Q4 		$89.1M Sell
259,295
-9,390
-3% -$3.06M 18.11% 1
2020
Q3 		$82.7M Buy
268,685
+559
+0.2% +$170K 18.16% 1
2020
Q2 		$76M Buy
268,126
+12,044
+5% +$3.24M 17.77% 1
2020
Q1 		$60.6M Buy
256,082
+19,854
+8% +$5.56M 16.21% 1
2019
Q4 		$69.9M Buy
236,228
+4,604
+2% +$1.3M 23.09% 1
2019
Q3 		$63.1M Buy
231,624
+4,384
+2% +$1.19M 22.9% 1
2019
Q2 		$61.2M Buy
227,240
+7,624
+3% +$2.02M 22.76% 1
2019
Q1 		$57M Buy
219,616
+29,458
+15% +$7.36M 22.94% 1
2018
Q4 		$43.7M Sell
190,158
-6,647
-3% -$1.65M 20.35% 1
2018
Q3 		$52.6M Buy
196,805
+17,453
+10% +$4.57M 22.53% 1
2018
Q2 		$44.8M Sell
179,352
-25,752
-13% -$6.39M 20.53% 1
2018
Q1 		$49.7M Buy
205,104
+35,969
+21% +$9.02M 21.25% 1
2017
Q4 		$41.5M Buy
169,135
+4,740
+3% +$1.13M 18.19% 1
2017
Q3 		$37.9M Buy
164,395
+4,604
+3% +$1.04M 16.34% 1
2017
Q2 		$35.5M Buy
159,791
+3,826
+2% +$842K 14.6% 2
2017
Q1 		$33.7M Buy
155,965
+17,714
+13% +$3.78M 13.7% 2
2016
Q4 		$28.4M Buy
138,251
+50,778
+58% +$10.2M 11.45% 2
2016
Q3 		$17.4M Buy
87,473
+37,662
+76% +$7.47M 6.6% 2
2016
Q2 		$9.57M Buy
49,811
+29,264
+142% +$5.57M 3.72% 6
2016
Q1 		$3.87M Buy
+20,547
New +$3.68M 1.46% 17

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

Domani Wealth's VOO Position: Q1 2023 in Review

Domani Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 0.16% in Q1 2023, selling an estimated $144K and leaving 245,834 shares worth $92.5M. The position accounts for 21.45% of the portfolio, ranked #1.

Domani Wealth first reported a position in VOO in Q1 2016 and has held it in 29 quarters since. The position peaked at $109M in Q4 2021. 2,282 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

  • Domani Wealth held 245,834 shares of Vanguard S&P 500 ETF worth $92.5M as of Q1 2023.
  • Domani Wealth sold 392 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $144K.
  • Vanguard S&P 500 ETF made up 21.45% of Domani Wealth's portfolio in Q1 2023, its #1 holding.
  • Domani Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 29 quarters since.
  • Domani Wealth's Vanguard S&P 500 ETF position peaked at $109M in Q4 2021.
  • 2,282 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.