HC Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

HC Financial Advisors’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	$25K	Hold	73	–	–	0.02%	174
2022 Q1	$30K	Hold	73	–	–	0.02%	169
2021 Q4	$32K	Hold	73	–	–	0.02%	170
2021 Q3	$29K	Hold	73	–	–	0.02%	167
2021 Q2	$29K	Buy	+73	New	+$28K	0.02%	168

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

HC Financial Advisors's VOO Position: Q2 2022 in Review

HC Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2022 at 73 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #174.

HC Financial Advisors first reported a position in VOO in Q2 2021 and has held it in 5 quarters since. The position peaked at $32K in Q4 2021. 2,085 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

HC Financial Advisors held 73 shares of Vanguard S&P 500 ETF worth $25K as of Q2 2022.
HC Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2022.
Vanguard S&P 500 ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #174 holding.
HC Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 5 quarters since.
HC Financial Advisors's Vanguard S&P 500 ETF position peaked at $32K in Q4 2021.
2,085 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.