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Prio Wealth Limited Partnership’s Vanguard S&P 500 ETF VOO Stock Holding History

Prio Wealth Limited Partnership’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 		$28.1M Buy
53,255
+262
+0.5% +$133K 0.82% 33
2024
Q2 		$26.5M Buy
52,993
+522
+1% +$251K 0.79% 37
2024
Q1 		$25.2M Buy
52,471
+542
+1% +$248K 0.73% 39
2023
Q4 		$22.7M Buy
51,929
+1,578
+3% +$646K 0.78% 36
2023
Q3 		$19.8M Buy
50,351
+789
+2% +$323K 0.76% 37
2023
Q2 		$20.2M Buy
49,562
+3,882
+8% +$1.5M 0.72% 41
2023
Q1 		$17.2M Buy
45,680
+5,753
+14% +$2.11M 0.66% 42
2022
Q4 		$14M Buy
39,927
+2,582
+7% +$912K 0.56% 54
2022
Q3 		$12.3M Buy
37,345
+1,249
+3% +$456K 0.53% 54
2022
Q2 		$12.5M Buy
36,096
+289
+0.8% +$109K 0.5% 57
2022
Q1 		$14.9M Buy
35,807
+1,029
+3% +$421K 0.49% 55
2021
Q4 		$15.2M Buy
34,778
+1,701
+5% +$718K 0.47% 55
2021
Q3 		$13M Buy
33,077
+1,230
+4% +$499K 0.44% 56
2021
Q2 		$12.5M Buy
31,847
+971
+3% +$373K 0.42% 61
2021
Q1 		$11.2M Buy
30,876
+1,199
+4% +$425K 0.41% 59
2020
Q4 		$10.2M Buy
29,677
+579
+2% +$189K 0.38% 63
2020
Q3 		$8.95M Sell
29,098
-1,299
-4% -$396K 0.37% 66
2020
Q2 		$8.62M Buy
30,397
+12,130
+66% +$3.26M 0.4% 61
2020
Q1 		$4.33M Buy
18,267
+15,755
+627% +$4.41M 0.24% 75
2019
Q4 		$743K Hold
2,512
– – 0.03% 151
2019
Q3 		$685K Sell
2,512
-14
-0.6% -$3.8K 0.03% 156
2019
Q2 		$679K Sell
2,526
-159
-6% -$42.1K 0.03% 160
2019
Q1 		$696K Buy
2,685
+59
+2% +$14.7K 0.03% 155
2018
Q4 		$603K Sell
2,626
-2,844
-52% -$704K 0.03% 153
2018
Q3 		$1.46M Hold
5,470
– – 0.07% 132
2018
Q2 		$1.36M Hold
5,470
– – 0.07% 130
2018
Q1 		$1.32M Buy
5,470
+1,700
+45% +$427K 0.07% 132
2017
Q4 		$924K Hold
3,770
– – 0.04% 147
2017
Q3 		$869K Hold
3,770
– – 0.04% 145
2017
Q2 		$837K Hold
3,770
– – 0.04% 147
2017
Q1 		$815K Buy
3,770
+80
+2% +$17.1K 0.04% 150
2016
Q4 		$757K Hold
3,690
– – 0.04% 156
2016
Q3 		$733K Sell
3,690
-100
-3% -$19.8K 0.04% 159
2016
Q2 		$728K Hold
3,790
– – 0.04% 153
2016
Q1 		$714K Hold
3,790
– – 0.04% 150
2015
Q4 		$708K Buy
3,790
+1,170
+45% +$220K 0.04% 154
2015
Q3 		$460K Sell
2,620
-7,250
-73% -$1.35M 0.03% 178
2015
Q2 		$1.86M Sell
9,870
-2,350
-19% -$453K 0.1% 121
2015
Q1 		$2.31M Buy
12,220
+850
+7% +$161K 0.11% 113
2014
Q4 		$2.14M Buy
+11,370
New +$2.1M 0.11% 116

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prio Wealth Limited Partnership's VOO Position: Q3 2024 in Review

Prio Wealth Limited Partnership increased its Vanguard S&P 500 ETF (VOO) stake by 0.49% in Q3 2024, buying an estimated $133K and bringing the position to 53,255 shares worth $28.1M. The position accounts for 0.82% of the portfolio, ranked #33.

Prio Wealth Limited Partnership first reported a position in VOO in Q4 2014 and has held it in 40 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Prio Wealth Limited Partnership held 53,255 shares of Vanguard S&P 500 ETF worth $28.1M as of Q3 2024.
  • Prio Wealth Limited Partnership bought 262 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $133K.
  • Vanguard S&P 500 ETF made up 0.82% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #33 holding.
  • Prio Wealth Limited Partnership first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 40 quarters since.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.