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Ratio Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Ratio Wealth 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 		$30.1M Buy
62,561
+1,696
+3% +$776K 5.6% 2
2023
Q4 		$26.6M Buy
60,865
+2,284
+4% +$935K 5.75% 2
2023
Q3 		$23M Buy
58,581
+525
+0.9% +$215K 5.76% 3
2023
Q2 		$23.6M Buy
+58,056
New +$22.4M 5.85% 3
2022
Q4 		$19.7M Buy
56,133
+405
+0.7% +$143K 5.6% 5
2022
Q3 		$18.3M Sell
55,728
-222
-0.4% -$81.1K 5.96% 3
2022
Q2 		$19.4M Sell
55,950
-4,311
-7% -$1.62M 6.31% 3
2022
Q1 		$25M Buy
60,261
+1,290
+2% +$528K 7.46% 1
2021
Q4 		$25.7M Buy
58,971
+2,032
+4% +$858K 7.75% 2
2021
Q3 		$22.5M Buy
56,939
+2,865
+5% +$1.16M 7.37% 2
2021
Q2 		$21.3M Buy
54,074
+1,608
+3% +$617K 7.63% 2
2021
Q1 		$19.1M Buy
52,466
+8,266
+19% +$2.93M 7.98% 1
2020
Q4 		$15.2M Buy
+44,200
New +$14.4M 8.15% 1

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

Ratio Wealth Group's VOO Position: Q1 2024 in Review

Ratio Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q1 2024, buying an estimated $776K and bringing the position to 62,561 shares worth $30.1M. The position accounts for 5.6% of the portfolio, ranked #2.

Ratio Wealth Group first reported a position in VOO in Q4 2020 and has held it in 13 quarters since. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Ratio Wealth Group held 62,561 shares of Vanguard S&P 500 ETF worth $30.1M as of Q1 2024.
  • Ratio Wealth Group bought 1,696 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $776K.
  • Vanguard S&P 500 ETF made up 5.6% of Ratio Wealth Group's portfolio in Q1 2024, its #2 holding.
  • Ratio Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 13 quarters since.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.