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

Personal Capital 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	$5.66M	Sell	16,099 -3,296	-17%	-$1.16M	0.03%	192
2022 Q3	$6.37M	Buy	19,395 +3,305	+21%	+$1.21M	0.03%	182
2022 Q2	$5.58M	Buy	16,090 +1,952	+14%	+$735K	0.03%	191
2022 Q1	$5.87M	Sell	14,138 -3,279	-19%	-$1.34M	0.03%	196
2021 Q4	$7.55M	Buy	17,417 +2,391	+16%	+$1.01M	0.03%	194
2021 Q3	$5.93M	Sell	15,026 -51	-0.3%	-$20.7K	0.03%	197
2021 Q2	$5.93M	Buy	15,077 +1,913	+15%	+$734K	0.03%	202
2021 Q1	$4.8M	Buy	13,164 +2,014	+18%	+$714K	0.03%	207
2020 Q4	$3.83M	Buy	11,150 +1,784	+19%	+$582K	0.02%	204
2020 Q3	$2.88M	Buy	9,366 +991	+12%	+$302K	0.02%	214
2020 Q2	$2.37M	Sell	8,375 -2,764	-25%	-$744K	0.02%	208
2020 Q1	$2.29M	Sell	11,139 -470	-4%	-$132K	0.02%	198
2019 Q4	$3.43M	Buy	11,609 +1,890	+19%	+$535K	0.03%	185
2019 Q3	$2.65M	Buy	9,719 +240	+3%	+$65.1K	0.03%	183
2019 Q2	$2.55M	Buy	9,479 +421	+5%	+$111K	0.03%	177
2019 Q1	$2.35M	Buy	9,058 +1,194	+15%	+$298K	0.03%	170
2018 Q4	$1.81M	Buy	7,864 +1,990	+34%	+$493K	0.02%	168
2018 Q3	$1.57M	Buy	5,874 +28	+0.5%	+$7.33K	0.02%	169
2018 Q2	$1.46M	Buy	5,846 +69	+1%	+$17.1K	0.02%	167
2018 Q1	$1.4M	Sell	5,777 -1,029	-15%	-$258K	0.02%	168
2017 Q4	$1.67M	Buy	6,806 +629	+10%	+$150K	0.03%	166
2017 Q3	$1.43M	Buy	6,177 +713	+13%	+$161K	0.03%	160
2017 Q2	$1.21M	Buy	+5,464	New	+$1.2M	0.03%	163
2016 Q1	–	Sell	-8,615	Closed	-$1.61M	–	172
2015 Q4	$1.61M	Buy	+8,615	New	+$1.62M	0.09%	118

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 $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Personal Capital Advisors's VOO Position: Q4 2022 in Review

Personal Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q4 2022, selling an estimated $1.16M and leaving 16,099 shares worth $5.66M. The position accounts for 0.03% of the portfolio, ranked #192.

Personal Capital Advisors first reported a position in VOO in Q4 2015 and has held it in 24 quarters since. The position peaked at $7.55M in Q4 2021. 2,259 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Personal Capital Advisors held 16,099 shares of Vanguard S&P 500 ETF worth $5.66M as of Q4 2022.
Personal Capital Advisors sold 3,296 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $1.16M.
Vanguard S&P 500 ETF made up 0.03% of Personal Capital Advisors's portfolio in Q4 2022, its #192 holding.
Personal Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 24 quarters since.
Personal Capital Advisors's Vanguard S&P 500 ETF position peaked at $7.55M in Q4 2021.
2,259 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

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