Radnor Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Radnor Financial 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 Q3	$8.46M	Buy	25,773 +6,170	+31%	+$2.25M	2.98%	11
2022 Q2	$6.8M	Buy	19,603 +5,104	+35%	+$1.92M	2.34%	12
2022 Q1	$6.02M	Buy	14,499 +9,702	+202%	+$3.97M	2.19%	12
2021 Q4	$2.09M	Buy	4,797 +181	+4%	+$76.4K	0.74%	20
2021 Q3	$1.82M	Buy	4,616 +1,298	+39%	+$527K	0.66%	21
2021 Q2	$1.31M	Buy	3,318 +691	+26%	+$265K	0.47%	25
2021 Q1	$1M	Buy	+2,627	New	+$932K	0.44%	23

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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

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

UCFA

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

Radnor Financial Advisors's VOO Position: Q3 2022 in Review

Radnor Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q3 2022, buying an estimated $2.25M and bringing the position to 25,773 shares worth $8.46M. The position accounts for 2.98% of the portfolio, ranked #11.

Radnor Financial Advisors first reported a position in VOO in Q1 2021 and has held it in 7 quarters since. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Radnor Financial Advisors held 25,773 shares of Vanguard S&P 500 ETF worth $8.46M as of Q3 2022.
Radnor Financial Advisors bought 6,170 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $2.25M.
Vanguard S&P 500 ETF made up 2.98% of Radnor Financial Advisors's portfolio in Q3 2022, its #11 holding.
Radnor Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 7 quarters since.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.