SBB Research Group’s Vanguard S&P 500 ETF VOO Stock Holding History

SBB Research 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
2022 Q3	–	Sell	-112,000	Closed	-$38.9M	–	70
2022 Q2	$38.9M	Sell	112,000 -165,000	-60%	-$62.2M	15.56%	3
2022 Q1	$115M	Sell	277,000 -84,000	-23%	-$34.4M	24.82%	1
2021 Q4	$158M	Buy	+361,000	New	+$152M	23.58%	1

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

SBB Research Group's VOO Position: Q3 2022 in Review

SBB Research Group sold out of Vanguard S&P 500 ETF (VOO) in Q3 2022, closing a stake of 112,000 shares — an estimated $38.9M sold.

SBB Research Group first reported a position in VOO in Q4 2021 and held it in 3 quarters. The position peaked at $158M in Q4 2021. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

SBB Research Group reported no remaining Vanguard S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
SBB Research Group sold 112,000 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $38.9M.
SBB Research Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 3 quarters.
SBB Research Group's Vanguard S&P 500 ETF position peaked at $158M in Q4 2021.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on SBB Research Group's 13F filing for Q3 2022, filed 9 Nov 2022.