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

Financial Partners Capital 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
2022 Q4	$3.78M	Buy	10,752 +1,628	+18%	+$575K	0.84%	38
2022 Q3	$3M	Buy	9,124 +154	+2%	+$56.2K	0.71%	41
2022 Q2	$3.11M	Buy	8,970 +204	+2%	+$76.9K	0.67%	44
2022 Q1	$3.64M	Buy	8,766 +350	+4%	+$143K	0.68%	44
2021 Q4	$3.67M	Buy	8,416 +240	+3%	+$101K	0.65%	43
2021 Q3	$3.22M	Buy	8,176 +160	+2%	+$64.9K	0.59%	42
2021 Q2	$3.15M	Buy	8,016 +16	+0.2%	+$6.14K	0.58%	40
2021 Q1	$2.91M	Buy	8,000 +488	+6%	+$173K	0.59%	41
2020 Q4	$2.58M	Buy	7,512 +1,983	+36%	+$646K	0.59%	37
2020 Q3	$1.7M	Buy	5,529 +10	+0.2%	+$3.05K	0.45%	40
2020 Q2	$1.56M	Buy	5,519 +302	+6%	+$81.3K	0.45%	41
2020 Q1	$1.24M	Buy	+5,217	New	+$1.46M	0.39%	47
2018 Q4	$357K	Buy	+1,552	New	+$384K	0.12%	63

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

Financial Partners Capital Management's VOO Position: Q4 2022 in Review

Financial Partners Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q4 2022, buying an estimated $575K and bringing the position to 10,752 shares worth $3.78M. The position accounts for 0.84% of the portfolio, ranked #38.

Financial Partners Capital Management first reported a position in VOO in Q4 2018 and has held it in 13 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Financial Partners Capital Management held 10,752 shares of Vanguard S&P 500 ETF worth $3.78M as of Q4 2022.
Financial Partners Capital Management bought 1,628 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $575K.
Vanguard S&P 500 ETF made up 0.84% of Financial Partners Capital Management's portfolio in Q4 2022, its #38 holding.
Financial Partners Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 13 quarters since.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.