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The Family Firm’s Vanguard S&P 500 ETF VOO Stock Holding History

The Family Firm’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 		– Sell
-321
Closed -$160K – 823
2024
Q2 		$160K Buy
+321
New +$154K 0.04% 227
2024
Q1 		– Sell
-490
Closed -$214K – 201
2023
Q4 		$214K Buy
+490
New +$201K 0.06% 181

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 $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

The Family Firm's VOO Position: Q3 2024 in Review

The Family Firm sold out of Vanguard S&P 500 ETF (VOO) in Q3 2024, closing a stake of 321 shares — an estimated $160K sold.

The Family Firm first reported a position in VOO in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q4 2023. 2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • The Family Firm reported no remaining Vanguard S&P 500 ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 321 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $160K.
  • The Family Firm first reported a position in Vanguard S&P 500 ETF in Q4 2023 and held it in 2 quarters.
  • The Family Firm's Vanguard S&P 500 ETF position peaked at $214K in Q4 2023.
  • 2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.