Sargent Bickham Lagudis’s Vanguard S&P 500 ETF VOO Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$65.8M	Buy	187,270 +11,235	+6%	+$3.97M	5.39%	3
2022 Q3	$57.8M	Buy	176,035 +6,011	+4%	+$2.2M	5.17%	3
2022 Q2	$59M	Buy	170,024 +23,717	+16%	+$8.93M	5.1%	3
2022 Q1	$60.7M	Buy	146,307 +5,946	+4%	+$2.43M	4.72%	3
2021 Q4	$61.3M	Sell	140,361 -2,082	-1%	-$879K	4.62%	3
2021 Q3	$56.2M	Buy	142,443 +2,278	+2%	+$924K	4.57%	4
2021 Q2	$55.2M	Sell	140,165 -6,759	-5%	-$2.59M	4.5%	4
2021 Q1	$53.5M	Sell	146,924 -7,162	-5%	-$2.54M	4.71%	4
2020 Q4	$53M	Sell	154,086 -18,476	-11%	-$6.02M	4.89%	4
2020 Q3	$53.1M	Sell	172,562 -8,514	-5%	-$2.59M	5.34%	3
2020 Q2	$51.3M	Buy	181,076 +17,669	+11%	+$4.76M	5.5%	3
2020 Q1	$38.7M	Buy	163,407 +34,096	+26%	+$9.55M	4.98%	3
2019 Q4	$38.3M	Sell	129,311 -688	-0.5%	-$195K	4.24%	5
2019 Q3	$35.4M	Buy	129,999 +11,632	+10%	+$3.16M	4.27%	5
2019 Q2	$31.9M	Sell	118,367 -558	-0.5%	-$148K	3.79%	6
2019 Q1	$30.9M	Sell	118,925 -3,700	-3%	-$924K	3.57%	6
2018 Q4	$28.2M	Sell	122,625 -4,440	-3%	-$1.1M	3.65%	5
2018 Q3	$33.9M	Sell	127,065 -3,274	-3%	-$857K	4.02%	5
2018 Q2	$32.5M	Buy	130,339 +278	+0.2%	+$69K	4.03%	4
2018 Q1	$31.5M	Buy	130,061 +1,555	+1%	+$390K	3.92%	4
2017 Q4	$31.5M	Sell	128,506 -1,291	-1%	-$309K	3.76%	4
2017 Q3	$30M	Sell	129,797 -4,582	-3%	-$1.04M	3.72%	4
2017 Q2	$29.8M	Buy	134,379 +31,952	+31%	+$7.03M	3.8%	5
2017 Q1	$22.2M	Sell	102,427 -2,246	-2%	-$479K	2.87%	6
2016 Q4	$21.5M	Buy	104,673 +101,861	+3,622%	+$20.4M	3.32%	4
2016 Q3	$21.4K	Sell	2,812 -111,551	-98%	-$22.1M	3.23%	3
2016 Q2	$22M	Sell	114,363 -2,117	-2%	-$403K	3.41%	4
2016 Q1	$22M	Buy	+116,480	New	+$20.8M	3.54%	3

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sargent Bickham Lagudis's VOO Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q4 2022, buying an estimated $3.97M and bringing the position to 187,270 shares worth $65.8M. The position accounts for 5.39% of the portfolio, ranked #3.

Sargent Bickham Lagudis first reported a position in VOO in Q1 2016 and has held it in 28 quarters since. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Sargent Bickham Lagudis held 187,270 shares of Vanguard S&P 500 ETF worth $65.8M as of Q4 2022.
Sargent Bickham Lagudis bought 11,235 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $3.97M.
Vanguard S&P 500 ETF made up 5.39% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #3 holding.
Sargent Bickham Lagudis first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 28 quarters since.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.