LWP
VOO icon

Lumature Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Lumature Wealth Partners’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
Q2 		$24.4K Buy
+60
New +$23.1K 0.01% 268

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lumature Wealth Partners's VOO Position: Q2 2023 in Review

Lumature Wealth Partners opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2023: 60 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

2,375 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

  • Lumature Wealth Partners held 60 shares of Vanguard S&P 500 ETF worth $24.4K as of Q2 2023.
  • Vanguard S&P 500 ETF was a new Lumature Wealth Partners position in Q2 2023.
  • Vanguard S&P 500 ETF made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #268 holding.
  • 2,375 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.