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

SWM 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
2022 Q3	$42.4M	Buy	129,127 +2,954	+2%	+$1.08M	39.94%	1
2022 Q2	$43.8M	Buy	126,173 +2,699	+2%	+$1.02M	39.86%	1
2022 Q1	$51.3M	Buy	123,474 +4,396	+4%	+$1.8M	40.22%	1
2021 Q4	$50.1M	Buy	+119,078	New	+$50.3M	43.82%	1

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

SWM Advisors's VOO Position: Q3 2022 in Review

SWM Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q3 2022, buying an estimated $1.08M and bringing the position to 129,127 shares worth $42.4M. The position accounts for 39.94% of the portfolio, ranked #1.

SWM Advisors first reported a position in VOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $51.3M in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

SWM Advisors held 129,127 shares of Vanguard S&P 500 ETF worth $42.4M as of Q3 2022.
SWM Advisors bought 2,954 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $1.08M.
Vanguard S&P 500 ETF made up 39.94% of SWM Advisors's portfolio in Q3 2022, its #1 holding.
SWM Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
SWM Advisors's Vanguard S&P 500 ETF position peaked at $51.3M in Q1 2022.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.