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Sweet Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Sweet Financial Partners’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
Q3 		$88.4M Sell
167,533
-3,849
-2% -$1.96M 19.14% 1
2024
Q2 		$85.7M Sell
171,382
-1,985
-1% -$955K 19.58% 1
2024
Q1 		$83.3M Sell
173,367
-5,231
-3% -$2.39M 19.24% 1
2023
Q4 		$78M Buy
178,598
+3,754
+2% +$1.54M 18.55% 1
2023
Q3 		$68.7M Buy
174,844
+1,562
+0.9% +$639K 18.18% 1
2023
Q2 		$70.6M Sell
173,282
-8,040
-4% -$3.1M 18.39% 1
2023
Q1 		$68.2M Buy
181,322
+5,505
+3% +$2.02M 18.86% 1
2022
Q4 		$61.8M Buy
175,817
+5,728
+3% +$2.02M 18.15% 1
2022
Q3 		$55.8M Buy
170,089
+5,111
+3% +$1.87M 17.79% 1
2022
Q2 		$57.2M Buy
164,978
+61,771
+60% +$23.3M 17.94% 1
2022
Q1 		$42.8M Buy
103,207
+19,260
+23% +$7.88M 11.48% 1
2021
Q4 		$36.6M Buy
+83,947
New +$35.4M 15.21% 2

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sweet Financial Partners's VOO Position: Q3 2024 in Review

Sweet Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q3 2024, selling an estimated $1.96M and leaving 167,533 shares worth $88.4M. The position accounts for 19.14% of the portfolio, ranked #1.

Sweet Financial Partners first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. 2,932 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Sweet Financial Partners held 167,533 shares of Vanguard S&P 500 ETF worth $88.4M as of Q3 2024.
  • Sweet Financial Partners sold 3,849 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $1.96M.
  • Vanguard S&P 500 ETF made up 19.14% of Sweet Financial Partners's portfolio in Q3 2024, its #1 holding.
  • Sweet Financial Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
  • 2,932 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.