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

SBK Financial’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	$368K	Hold	1,047	–	–	0.58%	52
2022 Q3	$344K	Buy	1,047 +36	+4%	+$13.1K	0.53%	52
2022 Q2	$351K	Hold	1,011	–	–	0.46%	55
2022 Q1	$420K	Buy	1,011 +26	+3%	+$10.6K	0.42%	52
2021 Q4	$430K	Buy	+985	New	+$416K	0.34%	55

Other funds holding VOO

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBK Financial's VOO Position: Q4 2022 in Review

SBK Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2022 at 1,047 shares worth $368K. The position accounts for 0.58% of the portfolio, ranked #52.

SBK Financial first reported a position in VOO in Q4 2021 and has held it in 5 quarters since. The position peaked at $430K in Q4 2021. 2,259 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

SBK Financial held 1,047 shares of Vanguard S&P 500 ETF worth $368K as of Q4 2022.
SBK Financial left its Vanguard S&P 500 ETF share count unchanged in Q4 2022.
Vanguard S&P 500 ETF made up 0.58% of SBK Financial's portfolio in Q4 2022, its #52 holding.
SBK Financial first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
SBK Financial's Vanguard S&P 500 ETF position peaked at $430K in Q4 2021.
2,259 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.