Kings Point Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Kings Point Capital 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 Q1	$9.7M	Buy	23,355 +768	+3%	+$314K	0.84%	47
2021 Q4	$9.86M	Sell	22,587 -3,367	-13%	-$1.42M	0.81%	43
2021 Q3	$10.2M	Buy	25,954 +174	+0.7%	+$70.6K	0.91%	42
2021 Q2	$10.1M	Buy	25,780 +12	+0%	+$4.61K	0.92%	42
2021 Q1	$9.39M	Buy	25,768 +956	+4%	+$339K	0.92%	43
2020 Q4	$8.53M	Buy	24,812 +136	+0.6%	+$44.3K	0.91%	44
2020 Q3	$7.59M	Sell	24,676 -183	-0.7%	-$55.7K	0.95%	44
2020 Q2	$7.05M	Sell	24,859 -58	-0.2%	-$15.6K	1.02%	39
2020 Q1	$5.9M	Buy	24,917 +305	+1%	+$85.5K	1.04%	40
2019 Q4	$7.28M	Buy	24,612 +2,280	+10%	+$645K	1.07%	38
2019 Q3	$6.09M	Buy	22,332 +11	+0%	+$2.99K	1.03%	40
2019 Q2	$6.01M	Buy	22,321 +916	+4%	+$242K	1.1%	36
2019 Q1	$5.56M	Sell	21,405 -779	-4%	-$195K	1.1%	37
2018 Q4	$5.1M	Buy	22,184 +1,365	+7%	+$338K	1.14%	38
2018 Q3	$5.56M	Buy	20,819 +211	+1%	+$55.2K	1.04%	38
2018 Q2	$5.14M	Sell	20,608 -139	-0.7%	-$34.5K	1.01%	40
2018 Q1	$5.02M	Buy	20,747 +1,323	+7%	+$332K	1.01%	44
2017 Q4	$4.76M	Sell	19,424 -437	-2%	-$104K	1%	41
2017 Q3	$4.58M	Sell	19,861 -823	-4%	-$186K	1.02%	40
2017 Q2	$4.59M	Buy	20,684 +2,512	+14%	+$553K	1.07%	38
2017 Q1	$3.93M	Buy	18,172 +2,317	+15%	+$494K	0.92%	45
2016 Q4	$3.25M	Buy	15,855 +1,199	+8%	+$241K	0.8%	47
2016 Q3	$2.91M	Buy	14,656 +1,109	+8%	+$220K	0.77%	47
2016 Q2	$2.6M	Buy	13,547 +3,998	+42%	+$761K	0.67%	50
2016 Q1	$1.8M	Sell	9,549 -1	-0%	-$179	0.46%	58
2015 Q4	$1.78M	Buy	9,550 +1,587	+20%	+$299K	0.44%	57
2015 Q3	$1.4M	Sell	7,963 -2,594	-25%	-$482K	0.37%	61
2015 Q2	$1.99M	Buy	10,557 +101	+1%	+$19.5K	0.48%	51
2015 Q1	$1.98M	Buy	10,456 +121	+1%	+$22.9K	0.5%	49
2014 Q4	$1.95M	Buy	10,335 +269	+3%	+$49.6K	0.53%	49
2014 Q3	$1.82M	Buy	10,066 +304	+3%	+$55.1K	0.55%	46
2014 Q2	$1.75M	Buy	9,762 +1,113	+13%	+$194K	0.53%	44
2014 Q1	$1.48M	Buy	8,649 +773	+10%	+$130K	0.48%	51
2013 Q4	$1.33M	Buy	+7,876	New	+$1.28M	0.47%	51

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

Kings Point Capital Management's VOO Position: Q1 2022 in Review

Kings Point Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q1 2022, buying an estimated $314K and bringing the position to 23,355 shares worth $9.7M. The position accounts for 0.84% of the portfolio, ranked #47.

Kings Point Capital Management first reported a position in VOO in Q4 2013 and has held it in 34 quarters since. The position peaked at $10.2M in Q3 2021. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

Kings Point Capital Management held 23,355 shares of Vanguard S&P 500 ETF worth $9.7M as of Q1 2022.
Kings Point Capital Management bought 768 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $314K.
Vanguard S&P 500 ETF made up 0.84% of Kings Point Capital Management's portfolio in Q1 2022, its #47 holding.
Kings Point Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 34 quarters since.
Kings Point Capital Management's Vanguard S&P 500 ETF position peaked at $10.2M in Q3 2021.
2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.