Front Barnett Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Front Barnett Associates’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
2023 Q3	$1.69M	Hold	4,293	–	–	0.2%	50
2023 Q2	$1.75M	Sell	4,293 -15	-0.3%	-$5.79K	0.2%	51
2023 Q1	$1.62M	Sell	4,308 -70	-2%	-$25.7K	0.19%	51
2022 Q4	$1.54M	Sell	4,378 -25	-0.6%	-$8.83K	0.19%	55
2022 Q3	$1.45M	Buy	4,403 +223	+5%	+$81.4K	0.19%	54
2022 Q2	$1.45M	Hold	4,180	–	–	0.18%	55
2022 Q1	$1.74M	Hold	4,180	–	–	0.17%	52
2021 Q4	$1.82M	Hold	4,180	–	–	0.17%	55
2021 Q3	$1.65M	Hold	4,180	–	–	0.17%	57
2021 Q2	$1.65M	Buy	+4,180	New	+$1.6M	0.17%	60

Other funds holding VOO

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Front Barnett Associates's VOO Position: Q3 2023 in Review

Front Barnett Associates held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2023 at 4,293 shares worth $1.69M. The position accounts for 0.2% of the portfolio, ranked #50.

Front Barnett Associates first reported a position in VOO in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.82M in Q4 2021. 2,405 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Front Barnett Associates held 4,293 shares of Vanguard S&P 500 ETF worth $1.69M as of Q3 2023.
Front Barnett Associates left its Vanguard S&P 500 ETF share count unchanged in Q3 2023.
Vanguard S&P 500 ETF made up 0.2% of Front Barnett Associates's portfolio in Q3 2023, its #50 holding.
Front Barnett Associates first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 10 quarters since.
Front Barnett Associates's Vanguard S&P 500 ETF position peaked at $1.82M in Q4 2021.
2,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Front Barnett Associates's 13F filing for Q3 2023, filed 13 Nov 2023.