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

Madison 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 Q3	$17.6M	Buy	44,720 +4,412	+11%	+$1.8M	3.69%	6
2023 Q2	$16.4M	Buy	40,308 +592	+1%	+$228K	3.32%	6
2023 Q1	$14.9M	Buy	39,716 +749	+2%	+$275K	3.23%	6
2022 Q4	$13.7M	Buy	38,967 +2,167	+6%	+$766K	3.13%	5
2022 Q3	$12.1M	Buy	36,800 +2,239	+6%	+$818K	2.97%	7
2022 Q2	$12M	Buy	34,561 +1,918	+6%	+$723K	2.91%	7
2022 Q1	$13.6M	Buy	32,643 +1,278	+4%	+$523K	2.85%	6
2021 Q4	$13.7M	Buy	31,365 +780	+3%	+$329K	2.74%	7
2021 Q3	$12.1M	Buy	30,585 +96	+0.3%	+$38.9K	2.64%	10
2021 Q2	$12M	Buy	30,489 +630	+2%	+$242K	2.65%	10
2021 Q1	$10.9M	Buy	29,859 +1,106	+4%	+$392K	2.66%	9
2020 Q4	$9.88M	Buy	28,753 +418	+1%	+$136K	2.61%	8
2020 Q3	$8.72M	Buy	28,335 +853	+3%	+$260K	2.61%	8
2020 Q2	$7.79M	Buy	27,482 +4,523	+20%	+$1.22M	2.56%	8
2020 Q1	$5.44M	Buy	22,959 +19,610	+586%	+$5.49M	2.18%	13
2019 Q4	$991K	Buy	+3,349	New	+$947K	0.28%	71

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Madison Wealth Management's VOO Position: Q3 2023 in Review

Madison Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2023, buying an estimated $1.8M and bringing the position to 44,720 shares worth $17.6M. The position accounts for 3.69% of the portfolio, ranked #6.

Madison Wealth Management first reported a position in VOO in Q4 2019 and has held it in 16 quarters since. 2,405 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Madison Wealth Management held 44,720 shares of Vanguard S&P 500 ETF worth $17.6M as of Q3 2023.
Madison Wealth Management bought 4,412 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $1.8M.
Vanguard S&P 500 ETF made up 3.69% of Madison Wealth Management's portfolio in Q3 2023, its #6 holding.
Madison Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 16 quarters since.
2,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.