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Stevard LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Stevard LLC’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
Q4 		$2.91M Hold
5,396
– – 10.85% 4
2024
Q3 		$2.85M Sell
5,396
-11,761
-69% -$5.98M 11.59% 3
2024
Q2 		$8.58M Sell
17,157
-41
-0.2% -$19.7K 7.42% 3
2024
Q1 		$8.27M Sell
17,198
-202
-1% -$92.5K 7.45% 3
2023
Q4 		$7.6M Buy
17,400
+115
+0.7% +$47.1K 7.49% 2
2023
Q3 		$6.79M Sell
17,285
-171
-1% -$69.9K 6.86% 2
2023
Q2 		$7.11M Sell
17,456
-89
-0.5% -$34.3K 6.76% 2
2023
Q1 		$6.6M Hold
17,545
– – 6.2% 2
2022
Q4 		$6.16M Hold
17,545
– – 5.26% 2
2022
Q3 		$5.76M Buy
+17,545
New +$6.41M 5.42% 2
2022
Q1 		$5.23M Buy
12,603
+286
+2% +$117K 4.03% 3
2021
Q4 		$5.38M Sell
12,317
-102
-0.8% -$43.1K 3.82% 2
2021
Q3 		$4.9M Buy
12,419
+1,756
+16% +$712K 3.86% 4
2021
Q2 		$4.2M Buy
10,663
+7,702
+260% +$2.96M 3.23% 5
2021
Q1 		$1.08M Sell
2,961
-154,416
-98% -$54.8M 0.89% 20
2020
Q4 		$54.1M Hold
157,377
– – 18.32% 2
2020
Q3 		$48.4M Hold
157,377
– – 20.2% 1
2020
Q2 		$44.6M Buy
157,377
+141,772
+909% +$38.2M 22.83% 1
2020
Q1 		$3.7M Buy
+15,605
New +$4.37M 2.39% 10

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Stevard LLC's VOO Position: Q4 2024 in Review

Stevard LLC held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2024 at 5,396 shares worth $2.91M. The position accounts for 10.85% of the portfolio, ranked #4.

Stevard LLC first reported a position in VOO in Q1 2020 and has held it in 19 quarters since. The position peaked at $54.1M in Q4 2020. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Stevard LLC held 5,396 shares of Vanguard S&P 500 ETF worth $2.91M as of Q4 2024.
  • Stevard LLC left its Vanguard S&P 500 ETF share count unchanged in Q4 2024.
  • Vanguard S&P 500 ETF made up 10.85% of Stevard LLC's portfolio in Q4 2024, its #4 holding.
  • Stevard LLC first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 19 quarters since.
  • Stevard LLC's Vanguard S&P 500 ETF position peaked at $54.1M in Q4 2020.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Stevard LLC's 13F filing for Q4 2024, filed 13 Feb 2025.