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

Source Financial Advisors’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
Q3 		$616K Hold
1,167
– – 0.18% 63
2024
Q2 		$584K Hold
1,167
– – 0.18% 62
2024
Q1 		$561K Hold
1,167
– – 0.17% 68
2023
Q4 		$510K Sell
1,167
-2,944
-72% -$1.21M 0.16% 79
2023
Q3 		$1.61M Buy
+4,111
New +$1.68M 0.54% 36

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Source Financial Advisors's VOO Position: Q3 2024 in Review

Source Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2024 at 1,167 shares worth $616K. The position accounts for 0.18% of the portfolio, ranked #63.

Source Financial Advisors first reported a position in VOO in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.61M in Q3 2023. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Source Financial Advisors held 1,167 shares of Vanguard S&P 500 ETF worth $616K as of Q3 2024.
  • Source Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2024.
  • Vanguard S&P 500 ETF made up 0.18% of Source Financial Advisors's portfolio in Q3 2024, its #63 holding.
  • Source Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 5 quarters since.
  • Source Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.61M in Q3 2023.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.