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Edgehill Endowment Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Edgehill Endowment Partners’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
Q4 		– Sell
-253,092
Closed -$134M – 4
2024
Q3 		$134M Sell
253,092
-59,801
-19% -$30.4M 22.98% 3
2024
Q2 		$156M Sell
312,893
-113,287
-27% -$54.5M 23.75% 3
2024
Q1 		$205M Buy
426,180
+1,363
+0.3% +$624K 25.1% 2
2023
Q4 		$186M Buy
424,817
+3,366
+0.8% +$1.38M 27.61% 2
2023
Q3 		$166M Buy
421,451
+1,646
+0.4% +$673K 30.46% 1
2023
Q2 		$171M Buy
419,805
+81,015
+24% +$31.3M 30.2% 1
2023
Q1 		$127M Buy
338,790
+1,353
+0.4% +$496K 25.45% 1
2022
Q4 		$119M Buy
337,437
+3,031
+0.9% +$1.07M 25.81% 1
2022
Q3 		$110M Buy
334,406
+131,458
+65% +$48M 28.24% 1
2022
Q2 		$70.4M Hold
202,948
– – 17.73% 3
2022
Q1 		$84.3M Buy
202,948
+656
+0.3% +$269K 22.41% 2
2021
Q4 		$88.3M Buy
202,292
+1,366
+0.7% +$577K 24.51% 2
2021
Q3 		$79.2M Buy
200,926
+671
+0.3% +$272K 22.87% 3
2021
Q2 		$78.8M Buy
200,255
+686
+0.3% +$263K 22.67% 2
2021
Q1 		$72.7M Hold
199,569
– – 24.07% 2
2020
Q4 		$68.6M Sell
199,569
-48,650
-20% -$15.9M 24.11% 2
2020
Q3 		$76.4M Buy
248,219
+1,215
+0.5% +$370K 26.63% 2
2020
Q2 		$70M Buy
247,004
+66,490
+37% +$17.9M 24.77% 2
2020
Q1 		$42.7M Buy
180,514
+37,159
+26% +$10.4M 17.28% 2
2019
Q4 		$42.4M Buy
143,355
+691
+0.5% +$195K 18.55% 2
2019
Q3 		$38M Buy
142,664
+694
+0.5% +$188K 14.38% 3
2019
Q2 		$38.8M Buy
141,970
+717
+0.5% +$190K 14.77% 3
2019
Q1 		$37M Buy
141,253
+17,957
+15% +$4.49M 12.65% 4
2018
Q4 		$28.3M Buy
+123,296
New +$30.5M 9.33% 4

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Edgehill Endowment Partners's VOO Position: Q4 2024 in Review

Edgehill Endowment Partners sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 253,092 shares — an estimated $134M sold.

Edgehill Endowment Partners first reported a position in VOO in Q4 2018 and held it in 24 quarters. The position peaked at $205M in Q1 2024. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Edgehill Endowment Partners reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Edgehill Endowment Partners sold 253,092 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $134M.
  • Edgehill Endowment Partners first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 24 quarters.
  • Edgehill Endowment Partners's Vanguard S&P 500 ETF position peaked at $205M in Q1 2024.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Edgehill Endowment Partners's 13F filing for Q4 2024.