Prelude Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Prelude Capital 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 Q4	–	Sell	-4,847	Closed	-$2.56M	–	1587
2024 Q3	$2.56M	Buy	+4,847	New	+$2.46M	0.15%	167
2023 Q3	–	Sell	-88,258	Closed	-$35.9M	–	1366
2023 Q2	$35.9M	Sell	88,258 -161,350	-65%	-$62.2M	2.34%	4
2023 Q1	$93.9M	Sell	249,608 -16,989	-6%	-$6.23M	5.62%	2
2022 Q4	$93.7M	Buy	266,597 +1,372	+0.5%	+$485K	4.87%	3
2022 Q3	$87.1M	Buy	265,225 +19,800	+8%	+$7.23M	3.13%	2
2022 Q2	$85.1M	Buy	245,425 +20,479	+9%	+$7.71M	2.42%	4
2022 Q1	$93.4M	Buy	224,946 +17,044	+8%	+$6.98M	2.68%	3
2021 Q4	$90.8M	Sell	207,902 -249	-0.1%	-$105K	2.33%	5
2021 Q3	$82.1M	Buy	+208,151	New	+$84.4M	2.1%	6
2020 Q4	–	Sell	-4	Closed	-$1K	–	2046
2020 Q3	$1K	Buy	+4	New	+$1.22K	﹤0.01%	1741

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Prelude Capital Management's VOO Position: Q4 2024 in Review

Prelude Capital Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 4,847 shares — an estimated $2.56M sold.

Prelude Capital Management first reported a position in VOO in Q3 2020 and held it in 10 quarters. The position peaked at $93.9M in Q1 2023. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Prelude Capital Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Prelude Capital Management sold 4,847 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $2.56M.
Prelude Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2020 and held it in 10 quarters.
Prelude Capital Management's Vanguard S&P 500 ETF position peaked at $93.9M in Q1 2023.
3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.