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Trail Ridge Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Trail Ridge Investment 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 		– Sell
-539
Closed -$220K – 116
2023
Q2 		$220K Buy
+539
New +$208K 0.14% 107

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
AA
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trail Ridge Investment Advisors's VOO Position: Q3 2023 in Review

Trail Ridge Investment Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2023, closing a stake of 539 shares — an estimated $220K sold.

Trail Ridge Investment Advisors first reported a position in VOO in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

  • Trail Ridge Investment Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 539 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $220K.
  • Trail Ridge Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and held it in 1 quarter.
  • Trail Ridge Investment Advisors's Vanguard S&P 500 ETF position peaked at $220K in Q2 2023.
  • 2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

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