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Sanctuary Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Sanctuary Wealth Management’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
Q4 		$8.75M Buy
16,233
+7,508
+86% +$4.07M 5.79% 6
2024
Q3 		$4.6M Buy
8,725
+2,450
+39% +$1.25M 3.29% 7
2024
Q2 		$3.14M Buy
6,275
+2,120
+51% +$1.02M 2.38% 8
2024
Q1 		$2M Buy
4,155
+3,676
+767% +$1.68M 1.63% 11
2023
Q4 		$209K Buy
479
+212
+79% +$86.8K 0.2% 34
2023
Q3 		$105K Hold
267
– – 0.11% 49
2023
Q2 		$109K Buy
+267
New +$103K 0.12% 49
2022
Q4 		$93.8K Buy
+267
New +$94.3K 0.11% 47

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Sanctuary Wealth Management's VOO Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 86% in Q4 2024, buying an estimated $4.07M and bringing the position to 16,233 shares worth $8.75M. The position accounts for 5.79% of the portfolio, ranked #6.

Sanctuary Wealth Management first reported a position in VOO in Q4 2022 and has held it in 8 quarters since. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Sanctuary Wealth Management held 16,233 shares of Vanguard S&P 500 ETF worth $8.75M as of Q4 2024.
  • Sanctuary Wealth Management bought 7,508 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $4.07M.
  • Vanguard S&P 500 ETF made up 5.79% of Sanctuary Wealth Management's portfolio in Q4 2024, its #6 holding.
  • Sanctuary Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.