Intersect Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Intersect Capital’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	$839K	Buy	2,418 +115	+5%	+$43.3K	0.25%	89
2022 Q1	$956K	Sell	2,303 -248	-10%	-$102K	0.18%	116
2021 Q4	$1.11M	Buy	2,551 +320	+14%	+$135K	0.21%	98
2021 Q3	$880K	Buy	2,231 +17	+0.8%	+$6.9K	0.15%	116
2021 Q2	$871K	Buy	2,214 +84	+4%	+$32.2K	0.15%	111
2021 Q1	$776K	Buy	2,130 +65	+3%	+$23.1K	0.16%	108
2020 Q4	$710K	Buy	2,065 +30	+1%	+$9.78K	0.16%	102
2020 Q3	$626K	Sell	2,035 -224	-10%	-$68.2K	0.17%	95
2020 Q2	$640K	Hold	2,259	–	–	0.21%	80
2020 Q1	$535K	Hold	2,259	–	–	0.21%	84
2019 Q4	$668K	Sell	2,259 -101	-4%	-$28.6K	0.22%	78
2019 Q3	$643K	Buy	+2,360	New	+$641K	0.24%	75

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

Intersect Capital's VOO Position: Q2 2022 in Review

Intersect Capital increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q2 2022, buying an estimated $43.3K and bringing the position to 2,418 shares worth $839K. The position accounts for 0.25% of the portfolio, ranked #89.

Intersect Capital first reported a position in VOO in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2021. 2,085 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

Intersect Capital held 2,418 shares of Vanguard S&P 500 ETF worth $839K as of Q2 2022.
Intersect Capital bought 115 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $43.3K.
Vanguard S&P 500 ETF made up 0.25% of Intersect Capital's portfolio in Q2 2022, its #89 holding.
Intersect Capital first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 12 quarters since.
Intersect Capital's Vanguard S&P 500 ETF position peaked at $1.11M in Q4 2021.
2,085 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.