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Donor Advised Charitable Giving’s Vanguard S&P 500 ETF VOO Stock Holding History

Donor Advised Charitable Giving’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
Q2 		– Sell
-533
Closed -$200K – 46
2023
Q1 		$200K Buy
+533
New +$195K 0.02% 48

Other funds holding VOO

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Donor Advised Charitable Giving's VOO Position: Q2 2023 in Review

Donor Advised Charitable Giving sold out of Vanguard S&P 500 ETF (VOO) in Q2 2023, closing a stake of 533 shares — an estimated $200K sold.

Donor Advised Charitable Giving first reported a position in VOO in Q1 2023 and held it in 1 quarter. The position peaked at $200K in Q1 2023. 2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

  • Donor Advised Charitable Giving reported no remaining Vanguard S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 533 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $200K.
  • Donor Advised Charitable Giving first reported a position in Vanguard S&P 500 ETF in Q1 2023 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Vanguard S&P 500 ETF position peaked at $200K in Q1 2023.
  • 2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2023, filed 14 Jul 2023.