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Range Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Range Financial Group’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
Q1 		– Sell
-1,136
Closed -$496K – 196
2023
Q4 		$496K Buy
1,136
+9
+0.8% +$3.69K 0.3% 109
2023
Q3 		$443K Buy
1,127
+2
+0.2% +$818 0.29% 107
2023
Q2 		$458K Hold
1,125
– – 0.29% 113
2023
Q1 		$423K Buy
1,125
+5
+0.4% +$1.83K 0.28% 120
2022
Q4 		$394K Buy
+1,120
New +$396K 0.27% 133

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Range Financial Group's VOO Position: Q1 2024 in Review

Range Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2024, closing a stake of 1,136 shares — an estimated $496K sold.

Range Financial Group first reported a position in VOO in Q4 2022 and held it in 5 quarters. The position peaked at $496K in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Range Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • Range Financial Group sold 1,136 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $496K.
  • Range Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 5 quarters.
  • Range Financial Group's Vanguard S&P 500 ETF position peaked at $496K in Q4 2023.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Range Financial Group's 13F filing for Q1 2024, filed 12 Apr 2024.