Financial Management Concepts’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Management Concepts’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
2021 Q4	$10.4M	Buy	23,713 +18,335	+341%	+$7.74M	7.55%	4
2021 Q3	$2.12M	Sell	5,378 -33	-0.6%	-$13.4K	1.69%	14
2021 Q2	$2.19M	Sell	5,411 -197	-4%	-$75.6K	1.78%	14
2021 Q1	$2.04M	Sell	5,608 -479	-8%	-$170K	1.84%	14
2020 Q4	$2.09M	Buy	+6,087	New	+$1.98M	2.03%	13

Other funds holding VOO

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

RJA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Financial Management Concepts's VOO Position: Q4 2021 in Review

Financial Management Concepts increased its Vanguard S&P 500 ETF (VOO) stake by 341% in Q4 2021, buying an estimated $7.74M and bringing the position to 23,713 shares worth $10.4M. The position accounts for 7.55% of the portfolio, ranked #4.

Financial Management Concepts first reported a position in VOO in Q4 2020 and has held it in 5 quarters since. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

Financial Management Concepts held 23,713 shares of Vanguard S&P 500 ETF worth $10.4M as of Q4 2021.
Financial Management Concepts bought 18,335 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $7.74M.
Vanguard S&P 500 ETF made up 7.55% of Financial Management Concepts's portfolio in Q4 2021, its #4 holding.
Financial Management Concepts first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.