MD Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

MD Financial 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
2021 Q4	$213K	Buy	+487	New	+$206K	0.01%	269

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

MD Financial Management's VOO Position: Q4 2021 in Review

MD Financial Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2021: 487 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #269 among its holdings.

2,108 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

MD Financial Management held 487 shares of Vanguard S&P 500 ETF worth $213K as of Q4 2021.
Vanguard S&P 500 ETF was a new MD Financial Management position in Q4 2021.
Vanguard S&P 500 ETF made up 0.01% of MD Financial Management's portfolio in Q4 2021, its #269 holding.
2,108 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.