Newman & Schimel’s Vanguard S&P 500 ETF VOO Stock Holding History

Newman & Schimel’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	$2.77M	Buy	7,886 +688	+10%	+$243K	1.25%	16
2022 Q3	$2.36M	Buy	7,198 +3,039	+73%	+$1.11M	1.17%	15
2022 Q2	$1.44M	Buy	4,159 +190	+5%	+$71.6K	0.69%	17
2022 Q1	$1.65M	Buy	3,969 +93	+2%	+$38.1K	1.07%	12
2021 Q4	$1.69M	Buy	3,876 +22	+0.6%	+$9.29K	0.96%	14
2021 Q3	$1.52M	Buy	3,854 +2,262	+142%	+$918K	0.95%	13
2021 Q2	$627K	Buy	1,592 +5	+0.3%	+$1.92K	0.39%	22
2021 Q1	$578K	Sell	1,587 -375	-19%	-$133K	0.39%	25
2020 Q4	$674K	Buy	+1,962	New	+$640K	0.56%	17

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

Newman & Schimel's VOO Position: Q4 2022 in Review

Newman & Schimel increased its Vanguard S&P 500 ETF (VOO) stake by 9.6% in Q4 2022, buying an estimated $243K and bringing the position to 7,886 shares worth $2.77M. The position accounts for 1.25% of the portfolio, ranked #16.

Newman & Schimel first reported a position in VOO in Q4 2020 and has held it in 9 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Newman & Schimel held 7,886 shares of Vanguard S&P 500 ETF worth $2.77M as of Q4 2022.
Newman & Schimel bought 688 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $243K.
Vanguard S&P 500 ETF made up 1.25% of Newman & Schimel's portfolio in Q4 2022, its #16 holding.
Newman & Schimel first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.