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

Frontier 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
2022 Q2	$933K	Buy	2,689 +375	+16%	+$141K	0.07%	185
2022 Q1	$932K	Buy	2,314 +127	+6%	+$52K	0.01%	187
2021 Q4	$955K	Buy	2,187 +383	+21%	+$162K	0.06%	196
2021 Q3	$712K	Buy	+1,804	New	+$732K	0.05%	230
2020 Q2	–	Sell	-1,099	Closed	-$260K	–	370
2020 Q1	$260K	Buy	+1,099	New	+$308K	0.04%	232
2019 Q1	–	Sell	-20,267	Closed	-$4.66M	–	382
2018 Q4	$4.66M	Buy	+20,267	New	+$5.02M	0.71%	29

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Frontier Wealth Management's VOO Position: Q2 2022 in Review

Frontier Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2022, buying an estimated $141K and bringing the position to 2,689 shares worth $933K. The position accounts for 0.07% of the portfolio, ranked #185.

Frontier Wealth Management first reported a position in VOO in Q4 2018 and has held it in 6 quarters since. The position peaked at $4.66M in Q4 2018. 2,086 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

Frontier Wealth Management held 2,689 shares of Vanguard S&P 500 ETF worth $933K as of Q2 2022.
Frontier Wealth Management bought 375 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $141K.
Vanguard S&P 500 ETF made up 0.07% of Frontier Wealth Management's portfolio in Q2 2022, its #185 holding.
Frontier Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 6 quarters since.
Frontier Wealth Management's Vanguard S&P 500 ETF position peaked at $4.66M in Q4 2018.
2,086 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.