ECG
VOO icon

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 1.6% 11
2023
Q3 		$2.02M Buy
5,136
+1,068
+26% +$437K 1.1% 14
2023
Q2 		$1.66M Hold
4,068
– – 0.88% 16
2023
Q1 		$1.53M Sell
4,068
-4,050
-50% -$1.49M 0.8% 15
2022
Q4 		$2.85M Buy
8,118
+4,089
+101% +$1.44M 1.62% 12
2022
Q3 		$1.33M Buy
4,029
+16
+0.4% +$5.84K 0.7% 18
2022
Q2 		$1.4M Hold
4,013
– – 0.58% 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 0.35% 18
2020
Q3 		$1.86M Buy
6,015
+30
+0.5% +$9.14K 0.28% 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 $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 $1.47T 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 $761B 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