SVB Investment Services’s Vanguard S&P 500 ETF VOO Stock Holding History

SVB Investment Services’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 Q1	$44M	Buy	106,050 +9,490	+10%	+$3.89M	27.31%	1
2021 Q4	$42.2M	Sell	96,560 -14,267	-13%	-$6.02M	28.03%	1
2021 Q3	$43.7M	Buy	110,827 +1,425	+1%	+$578K	29.14%	1
2021 Q2	$43.1M	Buy	109,402 +14,579	+15%	+$5.6M	28.71%	1
2021 Q1	$34.4M	Sell	94,823 -1,244	-1%	-$441K	27.44%	1
2020 Q4	$33M	Buy	96,067 +1,522	+2%	+$496K	25.63%	1
2020 Q3	$29.1M	Buy	94,545 +5,643	+6%	+$1.72M	24.65%	1
2020 Q2	$25.3M	Sell	88,902 -85,306	-49%	-$23M	23.12%	1
2020 Q1	$41.3M	Buy	174,208 +84,215	+94%	+$23.6M	35.76%	1
2019 Q4	$26.6M	Buy	+89,993	New	+$25.5M	25.24%	1

Other funds holding VOO

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SVB Investment Services's VOO Position: Q1 2022 in Review

SVB Investment Services increased its Vanguard S&P 500 ETF (VOO) stake by 9.8% in Q1 2022, buying an estimated $3.89M and bringing the position to 106,050 shares worth $44M. The position accounts for 27.31% of the portfolio, ranked #1.

SVB Investment Services first reported a position in VOO in Q4 2019 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

SVB Investment Services held 106,050 shares of Vanguard S&P 500 ETF worth $44M as of Q1 2022.
SVB Investment Services bought 9,490 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $3.89M.
Vanguard S&P 500 ETF made up 27.31% of SVB Investment Services's portfolio in Q1 2022, its #1 holding.
SVB Investment Services first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 10 quarters since.
2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.