MIH
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Meitav Investment House’s Vanguard S&P 500 ETF VOO Stock Holding History

Meitav Investment House’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
2024
Q1 		– Sell
-936,409
Closed -$409M – 353
2023
Q4 		$409M Sell
936,409
-30,467
-3% -$12.5M 6.01% 1
2023
Q3 		$384M Buy
966,876
+15,665
+2% +$6.41M 6.23% 1
2023
Q2 		$384M Buy
951,211
+90,642
+11% +$35M 6.17% 1
2023
Q1 		$325M Buy
860,569
+245,678
+40% +$90.1M 5.61% 2
2022
Q4 		$217M Sell
614,891
-199,583
-25% -$70.5M 3.73% 4
2022
Q3 		$272M Sell
814,474
-53,492
-6% -$19.5M 4.8% 3
2022
Q2 		$301M Buy
867,966
+319,319
+58% +$120M 5.14% 2
2022
Q1 		$227M Buy
548,647
+130,050
+31% +$53.2M 3.37% 4
2021
Q4 		$183M Buy
418,597
+14,568
+4% +$6.15M 2.98% 4
2021
Q3 		$160M Buy
404,029
+249,137
+161% +$101M 2.62% 4
2021
Q2 		$61.1M Buy
154,892
+85,338
+123% +$32.8M 1.56% 12
2021
Q1 		$25.4K Buy
69,554
+48,150
+225% +$17.1M 0.71% 44
2020
Q4 		$7.35M Sell
21,404
-8,642
-29% -$2.82M 0.29% 77
2020
Q3 		$9.23M Buy
30,046
+15,034
+100% +$4.58M 0.46% 61
2020
Q2 		$4.26M Buy
15,012
+6,526
+77% +$1.76M 0.26% 72
2020
Q1 		$2.01M Buy
8,486
+4,227
+99% +$1.18M 0.15% 90
2019
Q4 		$1.26M Sell
4,259
-734
-15% -$208K 0.09% 137
2019
Q3 		$1.37M Sell
4,993
-2,709
-35% -$735K 0.1% 127
2019
Q2 		$2.07M Sell
7,702
-65,771
-90% -$17.4M 0.14% 88
2019
Q1 		$19.1M Buy
73,473
+410
+0.6% +$102K 1.07% 28
2018
Q4 		$16.7M Sell
73,063
-97,723
-57% -$24.2M 1.03% 33
2018
Q3 		$45.7M Sell
170,786
-43,369
-20% -$11.3M 2.23% 8
2018
Q2 		$53.1M Buy
214,155
+28,309
+15% +$7.03M 2.37% 7
2018
Q1 		$45M Buy
185,846
+87,897
+90% +$22.1M 2.29% 10
2017
Q4 		$24M Buy
+97,949
New +$23.4M 1.4% 22

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Meitav Investment House's VOO Position: Q1 2024 in Review

Meitav Investment House sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 936,409 shares — an estimated $409M sold.

Meitav Investment House first reported a position in VOO in Q4 2017 and held it in 25 quarters. The position peaked at $409M in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Meitav Investment House reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 936,409 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $409M.
  • Meitav Investment House first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's Vanguard S&P 500 ETF position peaked at $409M in Q4 2023.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.