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EPIQ Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

EPIQ Capital Group’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 		$5.8M Sell
10,767
-2,151
-17% -$1.17M 1.51% 11
2024
Q3 		$6.84M Buy
12,918
+4,048
+46% +$2.06M 1.97% 9
2024
Q2 		$4.45M Buy
8,870
+359
+4% +$173K 1.57% 10
2024
Q1 		$4.09M Buy
8,511
+828
+11% +$379K 1.63% 10
2023
Q4 		$3.36M Buy
7,683
+2,547
+50% +$1.04M 1.52% 11
2023
Q3 		$2.02M Buy
5,136
+1,068
+26% +$437K 1.05% 14
2023
Q2 		$1.66M Hold
4,068
– – 0.84% 16
2023
Q1 		$1.53M Sell
4,068
-4,050
-50% -$1.49M 0.77% 15
2022
Q4 		$2.85M Buy
8,118
+4,089
+101% +$1.44M 1.55% 12
2022
Q3 		$1.33M Buy
4,029
+16
+0.4% +$5.84K 0.65% 18
2022
Q2 		$1.4M Hold
4,013
– – 0.55% 20
2022
Q1 		$1.67M Sell
4,013
-23
-0.6% -$9.42K 0.46% 19
2021
Q4 		$1.76M Buy
4,036
+28
+0.7% +$11.8K 0.31% 19
2021
Q3 		$1.59M Buy
4,008
+49
+1% +$19.9K 0.16% 22
2021
Q2 		$1.56M Hold
3,959
– – 0.16% 23
2021
Q1 		$1.44M Sell
3,959
-2,106
-35% -$747K 0.16% 21
2020
Q4 		$2.08M Buy
6,065
+50
+0.8% +$16.3K 0.33% 18
2020
Q3 		$1.86M Buy
6,015
+30
+0.5% +$9.14K 0.27% 18
2020
Q2 		$1.71M Hold
5,985
– – 0.29% 18
2020
Q1 		$1.42M Buy
5,985
+30
+0.5% +$8.4K 0.42% 18
2019
Q4 		$1.76M Buy
+5,955
New +$1.68M 0.43% 18

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 $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

EPIQ Capital Group's VOO Position: Q4 2024 in Review

EPIQ Capital Group reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q4 2024, selling an estimated $1.17M and leaving 10,767 shares worth $5.8M. The position accounts for 1.51% of the portfolio, ranked #11.

EPIQ Capital Group first reported a position in VOO in Q4 2019 and has held it in 21 quarters since. The position peaked at $6.84M in Q3 2024. 3,327 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • EPIQ Capital Group held 10,767 shares of Vanguard S&P 500 ETF worth $5.8M as of Q4 2024.
  • EPIQ Capital Group sold 2,151 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $1.17M.
  • Vanguard S&P 500 ETF made up 1.51% of EPIQ Capital Group's portfolio in Q4 2024, its #11 holding.
  • EPIQ Capital Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
  • EPIQ Capital Group's Vanguard S&P 500 ETF position peaked at $6.84M in Q3 2024.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.