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Strategic Wealth Partners Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$10.3M Buy
21,434
+210
+1% +$96.1K 1.14% 18
2023
Q4 		$9.27M Buy
21,224
+383
+2% +$157K 1.17% 18
2023
Q3 		$8.22M Sell
20,841
-603
-3% -$247K 1.22% 17
2023
Q2 		$8.73M Sell
21,444
-819
-4% -$316K 1.26% 17
2023
Q1 		$8.35M Buy
22,263
+9,495
+74% +$3.48M 1.37% 15
2022
Q4 		$4.49M Buy
12,768
+1,169
+10% +$413K 0.95% 18
2022
Q3 		$3.81M Sell
11,599
-134
-1% -$48.9K 0.89% 18
2022
Q2 		$4.07M Buy
11,733
+165
+1% +$62.2K 0.91% 18
2022
Q1 		$4.8M Sell
11,568
-6,192
-35% -$2.53M 0.91% 18
2021
Q4 		$7.75M Sell
17,760
-1,040
-6% -$439K 1.34% 16
2021
Q3 		$7.42M Buy
+18,800
New +$7.63M 1.41% 15
2021
Q1 		$8.11M Sell
22,262
-2,252
-9% -$799K 1.63% 15
2020
Q4 		$8.43M Sell
24,514
-175
-0.7% -$57K 1.79% 13
2020
Q3 		$7.6M Sell
24,689
-129
-0.5% -$39.3K 1.84% 12
2020
Q2 		$7.03M Sell
24,818
-2,465
-9% -$663K 1.77% 12
2020
Q1 		$6.46M Sell
27,283
-112
-0.4% -$31.4K 1.88% 13
2019
Q4 		$8.1M Buy
+27,395
New +$7.75M 1.92% 11
2019
Q3 		– Sell
-30,782
Closed -$8.29M – 32
2019
Q2 		$8.29M Buy
30,782
+10,861
+55% +$2.87M 2.44% 11
2019
Q1 		$5.17M Buy
19,921
+6,195
+45% +$1.55M 1.69% 14
2018
Q4 		$3.15M Sell
13,726
-5,647
-29% -$1.4M 1.2% 13
2018
Q3 		$3.24M Buy
19,373
+1,122
+6% +$294K 69.76% 1
2018
Q2 		$2.9M Sell
18,251
-261
-1% -$64.8K 57.25% 1
2018
Q1 		$4.48K Buy
18,512
+4,685
+34% +$1.18M 0.35% 34
2017
Q4 		$3.39M Sell
13,827
-1,908
-12% -$456K 1.51% 13
2017
Q3 		$3.63M Buy
15,735
+2,209
+16% +$500K 1.62% 12
2017
Q2 		$3M Buy
13,526
+7,191
+114% +$1.58M 1.46% 12
2017
Q1 		$1.37M Buy
6,335
+4
+0.1% +$854 0.7% 14
2016
Q4 		$1.3M Buy
6,331
+5
+0.1% +$1K 0.62% 15
2016
Q3 		$1.26M Buy
6,326
+4,070
+180% +$807K 0.66% 12
2016
Q2 		$433K Buy
+2,256
New +$429K 0.25% 20

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners Group's VOO Position: Q1 2024 in Review

Strategic Wealth Partners Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.99% in Q1 2024, buying an estimated $96.1K and bringing the position to 21,434 shares worth $10.3M. The position accounts for 1.14% of the portfolio, ranked #18.

Strategic Wealth Partners Group first reported a position in VOO in Q2 2016 and has held it in 30 quarters since. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Strategic Wealth Partners Group held 21,434 shares of Vanguard S&P 500 ETF worth $10.3M as of Q1 2024.
  • Strategic Wealth Partners Group bought 210 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $96.1K.
  • Vanguard S&P 500 ETF made up 1.14% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #18 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 30 quarters since.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.