Resource Planning Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Resource Planning 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
2023 Q4	$6.31M	Buy	14,442 +12,662	+711%	+$5.18M	4.01%	6
2023 Q3	$699K	Buy	+1,780	New	+$728K	0.59%	33
2022 Q2	–	Sell	-484	Closed	-$201K	–	72
2022 Q1	$201K	Buy	484 +14	+3%	+$5.73K	0.14%	68
2021 Q4	$205K	Buy	+470	New	+$198K	0.14%	68
2018 Q4	–	Sell	-1,967	Closed	-$525K	–	49
2018 Q3	$525K	Buy	+1,967	New	+$515K	0.41%	21

Other funds holding VOO

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Resource Planning Group's VOO Position: Q4 2023 in Review

Resource Planning Group increased its Vanguard S&P 500 ETF (VOO) stake by 711% in Q4 2023, buying an estimated $5.18M and bringing the position to 14,442 shares worth $6.31M. The position accounts for 4.01% of the portfolio, ranked #6.

Resource Planning Group first reported a position in VOO in Q3 2018 and has held it in 5 quarters since. 2,663 funds tracked by Wall St. Rank hold VOO as of Q4 2023.

Resource Planning Group held 14,442 shares of Vanguard S&P 500 ETF worth $6.31M as of Q4 2023.
Resource Planning Group bought 12,662 Vanguard S&P 500 ETF shares in Q4 2023, an estimated $5.18M.
Vanguard S&P 500 ETF made up 4.01% of Resource Planning Group's portfolio in Q4 2023, its #6 holding.
Resource Planning Group first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 5 quarters since.
2,663 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.