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Parsec Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Parsec Financial 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
2023
Q1 		$607K Sell
1,615
-169
-9% -$62K 0.03% 187
2022
Q4 		$627K Buy
1,784
+227
+15% +$80.2K 0.03% 184
2022
Q3 		$511K Sell
1,557
-106
-6% -$38.7K 0.03% 193
2022
Q2 		$577K Buy
1,663
+4
+0.2% +$1.51K 0.03% 191
2022
Q1 		$689K Buy
1,659
+51
+3% +$20.9K 0.03% 193
2021
Q4 		$702K Buy
1,608
+3
+0.2% +$1.27K 0.03% 190
2021
Q3 		$690K Sell
1,605
-30
-2% -$12.2K 0.03% 187
2021
Q2 		$643K Buy
1,635
+14
+0.9% +$5.37K 0.03% 182
2021
Q1 		$590K Sell
1,621
-29
-2% -$10.3K 0.03% 177
2020
Q4 		$567K Buy
1,650
+9
+0.5% +$2.93K 0.03% 165
2020
Q3 		$505K Sell
1,641
-399
-20% -$122K 0.03% 163
2020
Q2 		$578K Sell
2,040
-46
-2% -$12.4K 0.04% 158
2020
Q1 		$494K Sell
2,086
-250
-11% -$70K 0.04% 159
2019
Q4 		$691K Buy
2,336
+396
+20% +$112K 0.04% 152
2019
Q3 		$529K Sell
1,940
-82
-4% -$22.3K 0.03% 165
2019
Q2 		$544K Hold
2,022
– – 0.03% 166
2019
Q1 		$525K Sell
2,022
-307
-13% -$76.7K 0.03% 167
2018
Q4 		$535K Buy
2,329
+142
+6% +$35.2K 0.04% 165
2018
Q3 		$584K Buy
2,187
+10
+0.5% +$2.62K 0.04% 167
2018
Q2 		$543K Hold
2,177
– – 0.04% 165
2018
Q1 		$527K Buy
2,177
+10
+0.5% +$2.51K 0.04% 170
2017
Q4 		$532K Buy
2,167
+11
+0.5% +$2.63K 0.04% 178
2017
Q3 		$498K Buy
2,156
+11
+0.5% +$2.49K 0.04% 182
2017
Q2 		$476K Buy
2,145
+9
+0.4% +$1.98K 0.04% 147
2017
Q1 		$462K Buy
2,136
+10
+0.5% +$2.13K 0.04% 145
2016
Q4 		$436K Hold
2,126
– – 0.04% 149
2016
Q3 		$422K Buy
+2,126
New +$422K 0.04% 149

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parsec Financial Management's VOO Position: Q1 2023 in Review

Parsec Financial Management reduced its Vanguard S&P 500 ETF (VOO) stake by 9.5% in Q1 2023, selling an estimated $62K and leaving 1,615 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #187.

Parsec Financial Management first reported a position in VOO in Q3 2016 and has held it in 27 quarters since. The position peaked at $702K in Q4 2021. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

  • Parsec Financial Management held 1,615 shares of Vanguard S&P 500 ETF worth $607K as of Q1 2023.
  • Parsec Financial Management sold 169 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $62K.
  • Vanguard S&P 500 ETF made up 0.03% of Parsec Financial Management's portfolio in Q1 2023, its #187 holding.
  • Parsec Financial Management first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 27 quarters since.
  • Parsec Financial Management's Vanguard S&P 500 ETF position peaked at $702K in Q4 2021.
  • 2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.