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Executive Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Executive Wealth Management’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 		$1.76M Sell
3,267
-266
-8% -$144K 0.14% 117
2024
Q3 		$1.86M Buy
+3,533
New +$1.8M 0.15% 118
2024
Q2 		– Sell
-1,239
Closed -$595K – 243
2024
Q1 		$595K Buy
1,239
+145
+13% +$66.4K 0.05% 140
2023
Q4 		$478K Sell
1,094
-40
-4% -$16.4K 0.05% 142
2023
Q3 		$445K Buy
1,134
+4
+0.4% +$1.64K 0.05% 143
2023
Q2 		$460K Buy
1,130
+40
+4% +$15.4K 0.05% 137
2023
Q1 		$410K Buy
1,090
+170
+18% +$62.3K 0.05% 144
2022
Q4 		$323K Buy
920
+617
+204% +$218K 0.04% 155
2022
Q3 		$303 Sell
303
-607
-67% -$222K 0.04% 146
2022
Q2 		$315K Sell
910
-15
-2% -$5.65K 0.04% 144
2022
Q1 		$384K Buy
925
+20
+2% +$8.19K 0.04% 147
2021
Q4 		$395K Sell
905
-380
-30% -$160K 0.04% 151
2021
Q3 		$507K Buy
1,285
+12
+0.9% +$4.87K 0.06% 133
2021
Q2 		$500K Hold
1,273
– – 0.05% 134
2021
Q1 		$463K Buy
1,273
+75
+6% +$26.6K 0.05% 134
2020
Q4 		$411K Sell
1,198
-41
-3% -$13.4K 0.05% 127
2020
Q3 		$381K Buy
1,239
+4
+0.3% +$1.22K 0.05% 120
2020
Q2 		$350K Sell
1,235
-50
-4% -$13.5K 0.05% 111
2020
Q1 		$304K Sell
1,285
-17
-1% -$4.76K 0.05% 103
2019
Q4 		$385K Buy
+1,302
New +$368K 0.05% 120
2019
Q3 		– Sell
-524
Closed -$141K – 778
2019
Q2 		$141K Buy
524
+310
+145% +$82K 0.02% 188
2019
Q1 		$56K Sell
214
-30
-12% -$7.49K 0.01% 253
2018
Q4 		$56K Buy
+244
New +$60.4K 0.01% 261

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 $1.56T 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 $871B 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

Executive Wealth Management's VOO Position: Q4 2024 in Review

Executive Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.5% in Q4 2024, selling an estimated $144K and leaving 3,267 shares worth $1.76M. The position accounts for 0.14% of the portfolio, ranked #117.

Executive Wealth Management first reported a position in VOO in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.86M in Q3 2024. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Executive Wealth Management held 3,267 shares of Vanguard S&P 500 ETF worth $1.76M as of Q4 2024.
  • Executive Wealth Management sold 266 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $144K.
  • Vanguard S&P 500 ETF made up 0.14% of Executive Wealth Management's portfolio in Q4 2024, its #117 holding.
  • Executive Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 23 quarters since.
  • Executive Wealth Management's Vanguard S&P 500 ETF position peaked at $1.86M in Q3 2024.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.