Spearhead Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Spearhead Capital 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
2022 Q3	$297K	Sell	905 -2,114	-70%	-$772K	0.32%	86
2022 Q2	$1.05M	Hold	3,019	–	–	0.16%	67
2022 Q1	$1.25M	Buy	3,019 +669	+28%	+$274K	0.16%	67
2021 Q4	$1.03M	Buy	2,350 +280	+14%	+$118K	0.12%	69
2021 Q3	$816K	Buy	+2,070	New	+$840K	0.11%	65

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 $374B AUM 17.66% 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

Spearhead Capital Advisors's VOO Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 70% in Q3 2022, selling an estimated $772K and leaving 905 shares worth $297K. The position accounts for 0.32% of the portfolio, ranked #86.

Spearhead Capital Advisors first reported a position in VOO in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.25M in Q1 2022. 2,067 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Spearhead Capital Advisors held 905 shares of Vanguard S&P 500 ETF worth $297K as of Q3 2022.
Spearhead Capital Advisors sold 2,114 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $772K.
Vanguard S&P 500 ETF made up 0.32% of Spearhead Capital Advisors's portfolio in Q3 2022, its #86 holding.
Spearhead Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 5 quarters since.
Spearhead Capital Advisors's Vanguard S&P 500 ETF position peaked at $1.25M in Q1 2022.
2,067 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.