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

Equius 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
2022 Q4	$1.72M	Buy	+4,900	New	+$1.73M	0.53%	8

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Equius Partners's VOO Position: Q4 2022 in Review

Equius Partners opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2022: 4,900 shares worth $1.72M. The stake represents 0.53% of the portfolio and ranks #8 among its holdings.

2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Equius Partners held 4,900 shares of Vanguard S&P 500 ETF worth $1.72M as of Q4 2022.
Vanguard S&P 500 ETF was a new Equius Partners position in Q4 2022.
Vanguard S&P 500 ETF made up 0.53% of Equius Partners's portfolio in Q4 2022, its #8 holding.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.