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Strategic Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Strategic Asset Management’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 		$4K Hold
13
– – 0.01% 507
2022
Q2 		$5K Buy
+13
New +$4.9K 0.01% 492

Other funds holding VOO

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Strategic Asset Management's VOO Position: Q3 2022 in Review

Strategic Asset Management held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2022 at 13 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #507.

Strategic Asset Management first reported a position in VOO in Q2 2022 and has held it in 2 quarters since. The position peaked at $5K in Q2 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

  • Strategic Asset Management held 13 shares of Vanguard S&P 500 ETF worth $4K as of Q3 2022.
  • Strategic Asset Management left its Vanguard S&P 500 ETF share count unchanged in Q3 2022.
  • Vanguard S&P 500 ETF made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #507 holding.
  • Strategic Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 2 quarters since.
  • Strategic Asset Management's Vanguard S&P 500 ETF position peaked at $5K in Q2 2022.
  • 2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.