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Thomas Story & Son’s Vanguard S&P 500 ETF VOO Stock Holding History

Thomas Story & Son’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
Q2 		– Sell
-491
Closed -$204K – 58
2022
Q1 		$204K Buy
+491
New +$201K 0.08% 62
2020
Q2 		– Sell
-850
Closed -$201K – 60
2020
Q1 		$201K Buy
+850
New +$238K 0.12% 55

Other funds holding VOO

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Thomas Story & Son's VOO Position: Q2 2022 in Review

Thomas Story & Son sold out of Vanguard S&P 500 ETF (VOO) in Q2 2022, closing a stake of 491 shares — an estimated $204K sold.

Thomas Story & Son first reported a position in VOO in Q1 2020 and held it in 2 quarters. The position peaked at $204K in Q1 2022. 2,084 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

  • Thomas Story & Son reported no remaining Vanguard S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • Thomas Story & Son sold 491 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $204K.
  • Thomas Story & Son first reported a position in Vanguard S&P 500 ETF in Q1 2020 and held it in 2 quarters.
  • Thomas Story & Son's Vanguard S&P 500 ETF position peaked at $204K in Q1 2022.
  • 2,084 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on Thomas Story & Son's 13F filing for Q2 2022, filed 11 Aug 2022.