Sutton Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Sutton Wealth 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
2023 Q3	$12.3M	Buy	31,419 +1,707	+6%	+$698K	6.07%	3
2023 Q2	$12.1M	Buy	29,712 +1,573	+6%	+$607K	5.86%	3
2023 Q1	$10.6M	Buy	28,139 +4,701	+20%	+$1.72M	5.65%	3
2022 Q4	$8.23M	Buy	23,438 +2,158	+10%	+$762K	3.14%	3
2022 Q3	$6.99M	Buy	21,280 +3,013	+16%	+$1.1M	2.84%	3
2022 Q2	$6.34M	Buy	18,267 +3,060	+20%	+$1.15M	2.52%	8
2022 Q1	$6.31M	Buy	15,207 +3,964	+35%	+$1.62M	2.17%	9
2021 Q4	$4.91M	Buy	11,243 +4,118	+58%	+$1.74M	1.64%	12
2021 Q3	$2.81M	Buy	7,125 +1,060	+17%	+$430K	1.04%	21
2021 Q2	$2.39M	Buy	6,065 +3,171	+110%	+$1.22M	0.87%	25
2021 Q1	$1.05M	Buy	2,894 +2,159	+294%	+$766K	0.41%	45
2020 Q4	$253K	Buy	735 +1	+0.1%	+$326	0.11%	133
2020 Q3	$226K	Sell	734 -48	-6%	-$14.6K	0.11%	133
2020 Q2	$222K	Buy	782 +392	+101%	+$106K	0.12%	132
2020 Q1	$92.4K	Buy	390 +75	+24%	+$21K	0.06%	201
2019 Q4	$93.2K	Hold	315	–	–	0.05%	221
2019 Q3	$85.9K	Buy	+315	New	+$85.5K	0.05%	227

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sutton Wealth Advisors's VOO Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.7% in Q3 2023, buying an estimated $698K and bringing the position to 31,419 shares worth $12.3M. The position accounts for 6.07% of the portfolio, ranked #3.

Sutton Wealth Advisors first reported a position in VOO in Q3 2019 and has held it in 17 quarters since. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Sutton Wealth Advisors held 31,419 shares of Vanguard S&P 500 ETF worth $12.3M as of Q3 2023.
Sutton Wealth Advisors bought 1,707 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $698K.
Vanguard S&P 500 ETF made up 6.07% of Sutton Wealth Advisors's portfolio in Q3 2023, its #3 holding.
Sutton Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 17 quarters since.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.