Minneapolis Portfolio Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Minneapolis Portfolio Management Group’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 Q1	–	Sell	-981	Closed	-$345K	–	31
2022 Q4	$345K	Buy	+981	New	+$347K	0.05%	30
2021 Q4	–	Sell	-959	Closed	-$378K	–	31
2021 Q3	$378K	Buy	959 +4	+0.4%	+$1.62K	0.04%	32
2021 Q2	$376K	Buy	955 +3	+0.3%	+$1.15K	0.04%	31
2021 Q1	$347K	Hold	952	–	–	0.04%	30
2020 Q4	$327K	Buy	952 +8	+0.8%	+$2.61K	0.04%	31
2020 Q3	$291K	Buy	944 +4	+0.4%	+$1.22K	0.04%	29
2020 Q2	$266K	Hold	940	–	–	0.04%	28
2020 Q1	$223K	Buy	+940	New	+$263K	0.04%	29

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Minneapolis Portfolio Management Group's VOO Position: Q1 2023 in Review

Minneapolis Portfolio Management Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 981 shares — an estimated $345K sold.

Minneapolis Portfolio Management Group first reported a position in VOO in Q1 2020 and held it in 8 quarters. The position peaked at $378K in Q3 2021. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

Minneapolis Portfolio Management Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Minneapolis Portfolio Management Group sold 981 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $345K.
Minneapolis Portfolio Management Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 8 quarters.
Minneapolis Portfolio Management Group's Vanguard S&P 500 ETF position peaked at $378K in Q3 2021.
2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Minneapolis Portfolio Management Group's 13F filing for Q1 2023, filed 9 May 2023.