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

Reilly 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
2021 Q4	$1.41M	Sell	3,233 -14	-0.4%	-$5.91K	0.1%	112
2021 Q3	$1.28M	Buy	3,247 +121	+4%	+$49.1K	0.11%	105
2021 Q2	$1.23M	Buy	3,126 +95	+3%	+$36.5K	0.1%	108
2021 Q1	$1.1M	Buy	3,031 +205	+7%	+$72.7K	0.1%	109
2020 Q4	$971K	Buy	2,826 +600	+27%	+$196K	0.09%	113
2020 Q3	$685K	Sell	2,226 -236	-10%	-$71.9K	0.07%	117
2020 Q2	$698K	Buy	2,462 +398	+19%	+$107K	0.08%	111
2020 Q1	$489K	Buy	2,064 +322	+18%	+$90.2K	0.07%	127
2019 Q4	$515K	Buy	1,742 +50	+3%	+$14.1K	0.06%	134
2019 Q3	$461K	Buy	1,692 +1,582	+1,438%	+$429K	0.06%	140
2019 Q2	$30K	Buy	110 +99	+900%	+$26.2K	﹤0.01%	453
2019 Q1	$3K	Hold	11	–	–	﹤0.01%	870
2018 Q4	$3K	Hold	11	–	–	﹤0.01%	840
2018 Q3	$3K	Hold	11	–	–	﹤0.01%	916
2018 Q2	$3K	Hold	11	–	–	﹤0.01%	897
2018 Q1	$3K	Buy	+11	New	+$2.76K	﹤0.01%	862

Other funds holding VOO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Reilly Financial Advisors's VOO Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q4 2021, selling an estimated $5.91K and leaving 3,233 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #112.

Reilly Financial Advisors first reported a position in VOO in Q1 2018 and has held it in 16 quarters since. 2,108 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

Reilly Financial Advisors held 3,233 shares of Vanguard S&P 500 ETF worth $1.41M as of Q4 2021.
Reilly Financial Advisors sold 14 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $5.91K.
Vanguard S&P 500 ETF made up 0.1% of Reilly Financial Advisors's portfolio in Q4 2021, its #112 holding.
Reilly Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 16 quarters since.
2,108 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.