Meristem Family Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Meristem Family Wealth’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
2022 Q1	$7.51M	Buy	18,080 +2,890	+19%	+$1.18M	0.81%	14
2021 Q4	$6.63M	Buy	15,190 +1,629	+12%	+$688K	0.57%	25
2021 Q3	$5.35M	Buy	13,561 +10,939	+417%	+$4.44M	0.52%	28
2021 Q2	$1.03M	Buy	2,622 +2,018	+334%	+$775K	0.16%	87
2021 Q1	$220K	Hold	604	–	–	0.04%	219
2020 Q4	$208K	Buy	+604	New	+$197K	0.04%	212
2019 Q3	–	Sell	-795	Closed	-$214K	–	215
2019 Q2	$214K	Buy	+795	New	+$210K	0.07%	155

Other funds holding VOO

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meristem Family Wealth's VOO Position: Q1 2022 in Review

Meristem Family Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2022, buying an estimated $1.18M and bringing the position to 18,080 shares worth $7.51M. The position accounts for 0.81% of the portfolio, ranked #14.

Meristem Family Wealth first reported a position in VOO in Q2 2019 and has held it in 7 quarters since. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

Meristem Family Wealth held 18,080 shares of Vanguard S&P 500 ETF worth $7.51M as of Q1 2022.
Meristem Family Wealth bought 2,890 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $1.18M.
Vanguard S&P 500 ETF made up 0.81% of Meristem Family Wealth's portfolio in Q1 2022, its #14 holding.
Meristem Family Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 7 quarters since.
2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.