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

Eudaimonia 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
2024
Q1 		$54.3M Buy
113,006
+10,235
+10% +$4.68M 12.92% 1
2023
Q4 		$44.9M Buy
102,771
+8,006
+8% +$3.28M 11.74% 1
2023
Q3 		$37.2M Buy
94,765
+3,808
+4% +$1.56M 9.02% 1
2023
Q2 		$37M Sell
90,957
-1,415
-2% -$546K 8.33% 1
2023
Q1 		$34.7M Buy
92,372
+8,980
+11% +$3.29M 8.36% 1
2022
Q4 		$29.3M Sell
83,392
-4,637
-5% -$1.64M 7.18% 1
2022
Q3 		$28.9M Buy
88,029
+2,599
+3% +$949K 7.52% 1
2022
Q2 		$29.6M Buy
85,430
+28,445
+50% +$10.7M 5.44% 1
2022
Q1 		$23.7M Buy
+56,985
New +$23.3M 4.02% 2
2021
Q3 		$10.5M Buy
26,578
+3,875
+17% +$1.57M 1.89% 5
2021
Q2 		$8.93M Buy
22,703
+6,293
+38% +$2.42M 1.68% 5
2021
Q1 		$5.98M Buy
16,410
+1,539
+10% +$546K 1.24% 7
2020
Q4 		$5.11M Buy
14,871
+2,879
+24% +$939K 1.15% 8
2020
Q3 		$3.69M Buy
11,992
+10,468
+687% +$3.19M 0.95% 17
2020
Q2 		$432K Sell
1,524
-1,280
-46% -$345K 0.16% 141
2020
Q1 		$664K Buy
2,804
+1,865
+199% +$523K 0.29% 92
2019
Q4 		$278K Buy
+939
New +$266K 0.11% 201

Other funds holding VOO

Vanguard Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eudaimonia Partners's VOO Position: Q1 2024 in Review

Eudaimonia Partners increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2024, buying an estimated $4.68M and bringing the position to 113,006 shares worth $54.3M. The position accounts for 12.92% of the portfolio, ranked #1.

Eudaimonia Partners first reported a position in VOO in Q4 2019 and has held it in 17 quarters since. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Eudaimonia Partners held 113,006 shares of Vanguard S&P 500 ETF worth $54.3M as of Q1 2024.
  • Eudaimonia Partners bought 10,235 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $4.68M.
  • Vanguard S&P 500 ETF made up 12.92% of Eudaimonia Partners's portfolio in Q1 2024, its #1 holding.
  • Eudaimonia Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 17 quarters since.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.