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J. Arnold Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

J. Arnold Wealth 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
2023
Q4 		$83.4M Buy
190,923
+92,863
+95% +$38M 28.4% 1
2023
Q3 		$38.5M Buy
+98,060
New +$40.1M 15.58% 2

Other funds holding VOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

J. Arnold Wealth Management's VOO Position: Q4 2023 in Review

J. Arnold Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 95% in Q4 2023, buying an estimated $38M and bringing the position to 190,923 shares worth $83.4M. The position accounts for 28.4% of the portfolio, ranked #1.

J. Arnold Wealth Management first reported a position in VOO in Q3 2023 and has held it in 2 quarters since. 2,663 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

  • J. Arnold Wealth Management held 190,923 shares of Vanguard S&P 500 ETF worth $83.4M as of Q4 2023.
  • J. Arnold Wealth Management bought 92,863 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $38M.
  • Vanguard S&P 500 ETF made up 28.4% of J. Arnold Wealth Management's portfolio in Q4 2023, its #1 holding.
  • J. Arnold Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 2 quarters since.
  • 2,663 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.