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

Tiedemann 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
2023 Q3	$23.1M	Sell	58,615 -944	-2%	-$386K	0.99%	16
2023 Q2	$24.4M	Sell	59,559 -14,626	-20%	-$5.64M	1.04%	17
2023 Q1	$27.9M	Sell	74,185 -215,212	-74%	-$78.9M	1.27%	13
2022 Q4	$102M	Buy	289,397 +271,833	+1,548%	+$96M	4.87%	6
2022 Q3	$5.78M	Sell	17,564 -41,817	-70%	-$15.3M	0.35%	33
2022 Q2	$20.7M	Buy	59,381 +43,587	+276%	+$16.4M	1.56%	13
2022 Q1	$6.56M	Buy	15,794 +7,887	+100%	+$3.23M	0.33%	42
2021 Q4	$3.45M	Buy	7,907 +4,204	+114%	+$1.77M	0.17%	70
2021 Q3	$1.47M	Sell	3,703 -16,098	-81%	-$6.53M	0.08%	107
2021 Q2	$7.82M	Buy	19,801 +14	+0.1%	+$5.37K	0.31%	38
2021 Q1	$7.21M	Buy	19,787 +1,358	+7%	+$482K	0.32%	39
2020 Q4	$6.33M	Sell	18,429 -141	-0.8%	-$46K	0.31%	42
2020 Q3	$5.74M	Sell	18,570 -454	-2%	-$138K	0.28%	55
2020 Q2	$5.42M	Buy	19,024 +363	+2%	+$97.7K	0.29%	53
2020 Q1	$4.42M	Sell	18,661 -240	-1%	-$67.2K	0.29%	59
2019 Q4	$5.59M	Sell	18,901 -396	-2%	-$112K	0.27%	64
2019 Q3	$5.29M	Sell	19,297 -1,089	-5%	-$296K	0.25%	69
2019 Q2	$5.52M	Buy	+20,386	New	+$5.39M	0.28%	61
2019 Q1	–	Sell	-14,036	Closed	-$3.23M	–	454
2018 Q4	$3.23M	Buy	14,036 +494	+4%	+$122K	0.16%	96
2018 Q3	$3.63M	Buy	13,542 +2,211	+20%	+$579K	0.21%	78
2018 Q2	$2.84M	Sell	11,331 -445	-4%	-$110K	0.18%	86
2018 Q1	$2.85M	Buy	+11,776	New	+$2.95M	0.19%	77
2017 Q4	–	Sell	-1,784	Closed	-$411K	–	338
2017 Q3	$411K	Sell	1,784 -38	-2%	-$8.61K	0.04%	242
2017 Q2	$405K	Sell	1,822 -570	-24%	-$125K	0.03%	346
2017 Q1	$518K	Buy	+2,392	New	+$510K	0.04%	269

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tiedemann Advisors's VOO Position: Q3 2023 in Review

Tiedemann Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q3 2023, selling an estimated $386K and leaving 58,615 shares worth $23.1M. The position accounts for 0.99% of the portfolio, ranked #16.

Tiedemann Advisors first reported a position in VOO in Q1 2017 and has held it in 25 quarters since. The position peaked at $102M in Q4 2022. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Tiedemann Advisors held 58,615 shares of Vanguard S&P 500 ETF worth $23.1M as of Q3 2023.
Tiedemann Advisors sold 944 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $386K.
Vanguard S&P 500 ETF made up 0.99% of Tiedemann Advisors's portfolio in Q3 2023, its #16 holding.
Tiedemann Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 25 quarters since.
Tiedemann Advisors's Vanguard S&P 500 ETF position peaked at $102M in Q4 2022.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.