KerberRose Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

KerberRose 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
2022 Q2	$204K	Buy	+587	New	+$221K	0.17%	113

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

KerberRose Wealth Management's VOO Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2022: 587 shares worth $204K. The stake represents 0.17% of the portfolio and ranks #113 among its holdings.

2,086 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

KerberRose Wealth Management held 587 shares of Vanguard S&P 500 ETF worth $204K as of Q2 2022.
Vanguard S&P 500 ETF was a new KerberRose Wealth Management position in Q2 2022.
Vanguard S&P 500 ETF made up 0.17% of KerberRose Wealth Management's portfolio in Q2 2022, its #113 holding.
2,086 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.