Momentum Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Momentum Advisors’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 Q4	$19.2M	Buy	54,534 +287	+0.5%	+$101K	19.41%	1
2022 Q3	$17.8M	Buy	54,247 +1,535	+3%	+$561K	19.69%	1
2022 Q2	$18.3M	Buy	+52,712	New	+$19.9M	20.55%	1

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Momentum Advisors's VOO Position: Q4 2022 in Review

Momentum Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.53% in Q4 2022, buying an estimated $101K and bringing the position to 54,534 shares worth $19.2M. The position accounts for 19.41% of the portfolio, ranked #1.

Momentum Advisors first reported a position in VOO in Q2 2022 and has held it in 3 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Momentum Advisors held 54,534 shares of Vanguard S&P 500 ETF worth $19.2M as of Q4 2022.
Momentum Advisors bought 287 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $101K.
Vanguard S&P 500 ETF made up 19.41% of Momentum Advisors's portfolio in Q4 2022, its #1 holding.
Momentum Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 3 quarters since.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.