Ethic Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Ethic Inc’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 Q1	–	Sell	-876	Closed	-$383K	–	1137
2023 Q4	$383K	Buy	+876	New	+$359K	0.01%	820

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ethic Inc's VOO Position: Q1 2024 in Review

Ethic Inc sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 876 shares — an estimated $383K sold.

Ethic Inc first reported a position in VOO in Q4 2023 and held it in 1 quarter. The position peaked at $383K in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

Ethic Inc reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Ethic Inc sold 876 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $383K.
Ethic Inc first reported a position in Vanguard S&P 500 ETF in Q4 2023 and held it in 1 quarter.
Ethic Inc's Vanguard S&P 500 ETF position peaked at $383K in Q4 2023.
2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Ethic Inc's 13F filing for Q1 2024, filed 13 May 2024.