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

Mosaic 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
2023 Q3	–	Sell	-9,370	Closed	-$3.82M	–	20
2023 Q2	$3.82M	Buy	+9,370	New	+$3.61M	2.84%	7

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Mosaic Advisors's VOO Position: Q3 2023 in Review

Mosaic Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 9,370 shares — an estimated $3.82M sold.

Mosaic Advisors first reported a position in VOO in Q2 2023 and held it in 1 quarter. The position peaked at $3.82M in Q2 2023. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Mosaic Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
Mosaic Advisors sold 9,370 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $3.82M.
Mosaic Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and held it in 1 quarter.
Mosaic Advisors's Vanguard S&P 500 ETF position peaked at $3.82M in Q2 2023.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Mosaic Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.