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Institutional & Family Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$42.7M Buy
85,340
+5,013
+6% +$2.41M 6.52% 2
2024
Q1 		$38.6M Sell
80,327
-1,398
-2% -$640K 6.16% 3
2023
Q4 		$35.7M Buy
81,725
+14,659
+22% +$6M 5.87% 3
2023
Q3 		$26.3M Sell
67,066
-974
-1% -$398K 4.31% 4
2023
Q2 		$27.7M Sell
68,040
-156
-0.2% -$60.2K 4.51% 3
2023
Q1 		$25.6M Sell
68,196
-14,078
-17% -$5.16M 4.23% 3
2022
Q4 		$28.9M Sell
82,274
-5,357
-6% -$1.89M 4.8% 4
2022
Q3 		$28.8M Buy
87,631
+8,232
+10% +$3.01M 5.1% 2
2022
Q2 		$27.5M Buy
79,399
+817
+1% +$308K 4.75% 3
2022
Q1 		$32.6M Buy
78,582
+5,638
+8% +$2.31M 5.11% 2
2021
Q4 		$31.8M Buy
72,944
+4,786
+7% +$2.02M 4.96% 3
2021
Q3 		$26.9M Buy
68,158
+1,747
+3% +$709K 4.3% 3
2021
Q2 		$26.1M Buy
66,411
+5,488
+9% +$2.11M 4.31% 3
2021
Q1 		$22.2M Buy
60,923
+7,103
+13% +$2.52M 4.3% 4
2020
Q4 		$18.5M Buy
53,820
+2,194
+4% +$715K 3.88% 3
2020
Q3 		$15.9M Buy
51,626
+4,190
+9% +$1.28M 3.7% 3
2020
Q2 		$13.4M Buy
47,436
+4,102
+9% +$1.1M 2.78% 4
2020
Q1 		$10.3M Buy
43,334
+8,013
+23% +$2.25M 2.36% 6
2019
Q4 		$10.4M Buy
35,321
+720
+2% +$204K 2.21% 7
2019
Q3 		$9.43M Buy
34,601
+15,119
+78% +$4.1M 2.07% 7
2019
Q2 		$5.24M Buy
19,482
+2,202
+13% +$583K 1.13% 15
2019
Q1 		$4.49M Buy
17,280
+2,138
+14% +$534K 0.94% 21
2018
Q4 		$3.48M Buy
15,142
+1,413
+10% +$350K 0.78% 32
2018
Q3 		$3.67M Buy
13,729
+2,573
+23% +$673K 0.72% 49
2018
Q2 		$2.78M Buy
11,156
+11,143
+85,715% +$2.77M 0.58% 70
2018
Q1 		$3K Sell
13
-982
-99% -$246K ﹤0.01% 689
2017
Q4 		$244K Sell
995
-88
-8% -$21K 0.05% 152
2017
Q3 		$250K Buy
+1,083
New +$245K 0.05% 158

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

Institutional & Family Asset Management's VOO Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q2 2024, buying an estimated $2.41M and bringing the position to 85,340 shares worth $42.7M. The position accounts for 6.52% of the portfolio, ranked #2.

Institutional & Family Asset Management first reported a position in VOO in Q3 2017 and has held it in 28 quarters since. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Institutional & Family Asset Management held 85,340 shares of Vanguard S&P 500 ETF worth $42.7M as of Q2 2024.
  • Institutional & Family Asset Management bought 5,013 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $2.41M.
  • Vanguard S&P 500 ETF made up 6.52% of Institutional & Family Asset Management's portfolio in Q2 2024, its #2 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 28 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.