Householder Group Estate & Retirement Specialist’s Vanguard S&P 500 ETF VOO Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$54K	Sell	101 -3,579	-97%	-$1.94M	0.04%	207
2024 Q3	$1.94M	Buy	3,680 +318	+9%	+$162K	0.57%	33
2024 Q2	$1.68M	Buy	3,362 +452	+16%	+$218K	0.47%	42
2024 Q1	$1.4M	Buy	2,910 +177	+6%	+$81K	0.42%	46
2023 Q4	$1.19M	Buy	2,733 +59	+2%	+$24.2K	0.39%	50
2023 Q3	$1.05M	Buy	+2,674	New	+$1.09M	0.38%	57
2023 Q1	$1.04M	Buy	+2,773	New	+$1.02M	0.4%	55
2022 Q4	–	Sell	-2,416	Closed	-$793K	–	1131
2022 Q3	$793K	Buy	2,416 +758	+46%	+$277K	0.33%	67
2022 Q2	$575K	Sell	1,658 -431	-21%	-$162K	0.26%	95
2022 Q1	$867K	Buy	2,089 +607	+41%	+$248K	0.35%	74
2021 Q4	$647K	Buy	+1,482	New	+$626K	0.24%	107

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VOO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard S&P 500 ETF (VOO) stake by 97% in Q4 2024, selling an estimated $1.94M and leaving 101 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #207.

Householder Group Estate & Retirement Specialist first reported a position in VOO in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2024. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 101 shares of Vanguard S&P 500 ETF worth $54K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,579 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $1.94M.
Vanguard S&P 500 ETF made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #207 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard S&P 500 ETF position peaked at $1.94M in Q3 2024.
3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.