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Girard Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Girard Partners’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
Q2 		$493K Sell
986
-192
-16% -$92.4K 0.05% 179
2024
Q1 		$566K Sell
1,178
-67
-5% -$30.7K 0.05% 179
2023
Q4 		$544K Sell
1,245
-1
-0.1% -$409 0.06% 181
2023
Q3 		$489K Sell
1,246
-44
-3% -$18K 0.06% 172
2023
Q2 		$525K Sell
1,290
-24
-2% -$9.26K 0.06% 170
2023
Q1 		$494K Sell
1,314
-127
-9% -$46.6K 0.05% 181
2022
Q4 		$506K Hold
1,441
– – 0.06% 188
2022
Q3 		$473K Sell
1,441
-1
-0.1% -$365 0.06% 168
2022
Q2 		$500K Buy
1,442
+180
+14% +$67.8K 0.06% 161
2022
Q1 		$523K Buy
1,262
+238
+23% +$97.4K 0.06% 163
2021
Q4 		$447K Buy
1,024
+121
+13% +$51.1K 0.05% 179
2021
Q3 		$356K Sell
903
-336
-27% -$136K 0.05% 182
2021
Q2 		$487K Buy
1,239
+34
+3% +$13.1K 0.06% 165
2021
Q1 		$438K Sell
1,205
-173
-13% -$61.3K 0.06% 164
2020
Q4 		$473K Buy
1,378
+447
+48% +$146K 0.07% 151
2020
Q3 		$286K Sell
931
-174
-16% -$53K 0.05% 185
2020
Q2 		$313K Buy
1,105
+46
+4% +$12.4K 0.06% 174
2020
Q1 		$250K Buy
+1,059
New +$297K 0.05% 189
2019
Q1 		– Sell
-2,308
Closed -$530K – 245
2018
Q4 		$530K Sell
2,308
-5,450
-70% -$1.35M 0.11% 149
2018
Q3 		$2.07M Sell
7,758
-590
-7% -$154K 0.37% 75
2018
Q2 		$2.08M Sell
8,348
-360
-4% -$89.4K 0.39% 71
2018
Q1 		$2.11M Buy
8,708
+1,116
+15% +$280K 0.49% 60
2017
Q4 		$1.86M Buy
7,592
+1,217
+19% +$291K 0.36% 78
2017
Q3 		$1.47M Sell
6,375
-175
-3% -$39.6K 0.3% 84
2017
Q2 		$1.46M Buy
6,550
+225
+4% +$49.5K 0.32% 87
2017
Q1 		$1.37M Buy
6,325
+2,099
+50% +$448K 0.33% 84
2016
Q4 		$868K Buy
+4,226
New +$848K 0.25% 105

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Girard Partners's VOO Position: Q2 2024 in Review

Girard Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2024, selling an estimated $92.4K and leaving 986 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #179.

Girard Partners first reported a position in VOO in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.11M in Q1 2018. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Girard Partners held 986 shares of Vanguard S&P 500 ETF worth $493K as of Q2 2024.
  • Girard Partners sold 192 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $92.4K.
  • Vanguard S&P 500 ETF made up 0.05% of Girard Partners's portfolio in Q2 2024, its #179 holding.
  • Girard Partners first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 27 quarters since.
  • Girard Partners's Vanguard S&P 500 ETF position peaked at $2.11M in Q1 2018.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.