Opus Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Opus Investment Management’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
2024 Q3	–	Sell	-1,250	Closed	-$625K	–	38
2024 Q2	$625K	Hold	1,250	–	–	0.4%	36
2024 Q1	$601K	Hold	1,250	–	–	0.39%	36
2023 Q4	$546K	Sell	1,250 -220	-15%	-$90.1K	0.31%	38
2023 Q3	$577K	Hold	1,470	–	–	0.36%	38
2023 Q2	$599K	Hold	1,470	–	–	0.22%	68
2023 Q1	$553K	Hold	1,470	–	–	0.2%	69
2022 Q4	$516K	Hold	1,470	–	–	0.18%	69
2022 Q3	$483K	Sell	1,470 -230	-14%	-$84K	0.11%	87
2022 Q2	$590K	Hold	1,700	–	–	0.13%	85
2022 Q1	$706K	Hold	1,700	–	–	0.11%	90
2021 Q4	$742K	Hold	1,700	–	–	0.11%	90
2021 Q3	$670K	Hold	1,700	–	–	0.1%	90
2021 Q2	$669K	Hold	1,700	–	–	0.1%	91
2021 Q1	$619K	Buy	+1,700	New	+$603K	0.09%	96

Other funds holding VOO

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Opus Investment Management's VOO Position: Q3 2024 in Review

Opus Investment Management sold out of Vanguard S&P 500 ETF (VOO) in Q3 2024, closing a stake of 1,250 shares — an estimated $625K sold.

Opus Investment Management first reported a position in VOO in Q1 2021 and held it in 14 quarters. The position peaked at $742K in Q4 2021. 2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Opus Investment Management reported no remaining Vanguard S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
Opus Investment Management sold 1,250 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $625K.
Opus Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and held it in 14 quarters.
Opus Investment Management's Vanguard S&P 500 ETF position peaked at $742K in Q4 2021.
2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Opus Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.