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Private Ocean’s Vanguard S&P 500 ETF VOO Stock Holding History

Private Ocean’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
Q2 		$1.51M Buy
3,026
+81
+3% +$39K 0.13% 54
2024
Q1 		$1.42M Sell
2,945
-65
-2% -$29.7K 0.15% 50
2023
Q4 		$1.31M Buy
3,010
+1,195
+66% +$489K 0.13% 51
2023
Q3 		$713K Buy
1,815
+534
+42% +$218K 0.09% 67
2023
Q2 		$522K Sell
1,281
-95
-7% -$36.6K 0.07% 83
2023
Q1 		$517K Buy
1,376
+64
+5% +$23.5K 0.07% 81
2022
Q4 		$461K Buy
1,312
+67
+5% +$23.7K 0.06% 84
2022
Q3 		$408K Hold
1,245
– – 0.06% 80
2022
Q2 		$431K Hold
1,245
– – 0.07% 78
2022
Q1 		$517K Sell
1,245
-903
-42% -$370K 0.06% 68
2021
Q4 		$938K Sell
2,148
-346
-14% -$146K 0.11% 46
2021
Q3 		$984K Buy
2,494
+1,367
+121% +$555K 0.12% 45
2021
Q2 		$443K Buy
1,127
+903
+403% +$347K 0.06% 76
2021
Q1 		$82K Hold
224
– – 0.01% 197
2020
Q4 		$77K Hold
224
– – 0.02% 181
2020
Q3 		$69K Hold
224
– – 0.02% 180
2020
Q2 		$63K Sell
224
-30
-12% -$8.07K 0.02% 179
2020
Q1 		$60K Buy
254
+30
+13% +$8.4K 0.02% 195
2019
Q4 		$67K Sell
224
-100
-31% -$28.3K 0.02% 203
2019
Q3 		$89K Sell
324
-355
-52% -$96.4K 0.02% 163
2019
Q2 		$182K Buy
679
+597
+728% +$158K 0.05% 92
2019
Q1 		$21K Hold
82
– – 0.01% 271
2018
Q4 		$19K Hold
82
– – 0.01% 232
2018
Q3 		$22K Hold
82
– – 0.01% 211
2018
Q2 		$20K Hold
82
– – 0.01% 236
2018
Q1 		$19K Hold
82
– – 0.01% 260
2017
Q4 		$20K Buy
+82
New +$19.6K 0.01% 189

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Private Ocean's VOO Position: Q2 2024 in Review

Private Ocean increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2024, buying an estimated $39K and bringing the position to 3,026 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #54.

Private Ocean first reported a position in VOO in Q4 2017 and has held it in 27 quarters since. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Private Ocean held 3,026 shares of Vanguard S&P 500 ETF worth $1.51M as of Q2 2024.
  • Private Ocean bought 81 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $39K.
  • Vanguard S&P 500 ETF made up 0.13% of Private Ocean's portfolio in Q2 2024, its #54 holding.
  • Private Ocean first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 27 quarters since.
  • 2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.