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

Huber 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
2020
Q1 		$428K Buy
1,808
+1
+0.1% +$280 0.16% 68
2019
Q4 		$535K Buy
+1,807
New +$511K 0.19% 67

Other funds holding VOO

Bank of America
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Huber Financial Advisors's VOO Position: Q1 2020 in Review

Huber Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.06% in Q1 2020, buying an estimated $280 and bringing the position to 1,808 shares worth $428K. The position accounts for 0.16% of the portfolio, ranked #68.

Huber Financial Advisors first reported a position in VOO in Q4 2019 and has held it in 2 quarters since. The position peaked at $535K in Q4 2019. 1,337 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

  • Huber Financial Advisors held 1,808 shares of Vanguard S&P 500 ETF worth $428K as of Q1 2020.
  • Huber Financial Advisors bought 1 Vanguard S&P 500 ETF share in Q1 2020, an estimated $280.
  • Vanguard S&P 500 ETF made up 0.16% of Huber Financial Advisors's portfolio in Q1 2020, its #68 holding.
  • Huber Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 2 quarters since.
  • Huber Financial Advisors's Vanguard S&P 500 ETF position peaked at $535K in Q4 2019.
  • 1,337 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.