Investors Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-1,732	Closed	-$756K	–	184
2021 Q4	$756K	Sell	1,732 -1,092	-39%	-$461K	0.35%	76
2021 Q3	$1.11M	Buy	2,824 +307	+12%	+$125K	0.59%	43
2021 Q2	$990K	Buy	2,517 +344	+16%	+$132K	0.53%	52
2021 Q1	$791K	Buy	2,173 +379	+21%	+$134K	0.46%	59
2020 Q4	$617K	Buy	1,794 +209	+13%	+$68.1K	0.41%	72
2020 Q3	$488K	Buy	1,585 +18	+1%	+$5.48K	0.37%	79
2020 Q2	$444K	Buy	1,567 +43	+3%	+$11.6K	0.37%	77
2020 Q1	$361K	Sell	1,524 -4,165	-73%	-$1.17M	0.36%	74
2019 Q4	$1.68M	Buy	+5,689	New	+$1.61M	1.37%	19

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Investors Financial Group's VOO Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 1,732 shares — an estimated $756K sold.

Investors Financial Group first reported a position in VOO in Q4 2019 and held it in 9 quarters. The position peaked at $1.68M in Q4 2019. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

Investors Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 1,732 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $756K.
Investors Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Vanguard S&P 500 ETF position peaked at $1.68M in Q4 2019.
2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.