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

Logan 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
2023 Q1	–	Sell	-76	Closed	-$26.6K	–	526
2022 Q4	$26.6K	Hold	76	–	–	﹤0.01%	384
2022 Q3	$25K	Hold	76	–	–	﹤0.01%	377
2022 Q2	$26K	Hold	76	–	–	﹤0.01%	388
2022 Q1	$31K	Hold	76	–	–	﹤0.01%	385
2021 Q4	$33K	Hold	76	–	–	﹤0.01%	392
2021 Q3	$30K	Hold	76	–	–	﹤0.01%	400
2021 Q2	$30K	Buy	+76	New	+$29.2K	﹤0.01%	394

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Logan Capital Management's VOO Position: Q1 2023 in Review

Logan Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 76 shares — an estimated $26.6K sold.

Logan Capital Management first reported a position in VOO in Q2 2021 and held it in 7 quarters. The position peaked at $33K in Q4 2021. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Logan Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Logan Capital Management sold 76 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $26.6K.
Logan Capital Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and held it in 7 quarters.
Logan Capital Management's Vanguard S&P 500 ETF position peaked at $33K in Q4 2021.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Logan Capital Management's 13F filing for Q1 2023, filed 12 May 2023.