Enterprise Financial Services Corp (EFSC)’s Vanguard S&P 500 ETF VOO Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2022 Q3	–	Sell	-32,631	Closed	-$11.3M	–	213
2022 Q2	$11.3M	Sell	32,631 -656	-2%	-$247K	2.21%	11
2022 Q1	$13.8M	Sell	33,287 -66	-0.2%	-$27K	2.27%	7
2021 Q4	$14.6M	Sell	33,353 -1,210	-4%	-$511K	2.23%	7
2021 Q3	$13.6M	Sell	34,563 -1,227	-3%	-$498K	1.76%	10
2021 Q2	$14.1M	Buy	+35,790	New	+$13.7M	2.25%	10
2020 Q4	–	Sell	-15	Closed	-$5K	–	1363
2020 Q3	$5K	Buy	+15	New	+$4.57K	﹤0.01%	860
2020 Q1	–	Sell	-1,923	Closed	-$569K	–	1359
2019 Q4	$569K	Buy	+1,923	New	+$544K	0.12%	120

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Enterprise Financial Services Corp (EFSC)'s VOO Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Vanguard S&P 500 ETF (VOO) in Q3 2022, closing a stake of 32,631 shares — an estimated $11.3M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in VOO in Q4 2019 and held it in 7 quarters. The position peaked at $14.6M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Vanguard S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 32,631 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $11.3M.
Enterprise Financial Services Corp (EFSC) first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s Vanguard S&P 500 ETF position peaked at $14.6M in Q4 2021.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.