Trustees of the Smith College’s Vanguard S&P 500 ETF VOO Stock Holding History

Trustees of the Smith College’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 Q4	–	Sell	-57,155	Closed	-$18.8M	–	8
2022 Q3	$18.8M	Hold	57,155	–	–	5.68%	6
2022 Q2	$19.8M	Sell	57,155 -54,263	-49%	-$20.4M	4.84%	7
2022 Q1	$46.3M	Buy	+111,418	New	+$45.6M	17.01%	2

Other funds holding VOO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Trustees of the Smith College's VOO Position: Q4 2022 in Review

Trustees of the Smith College sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 57,155 shares — an estimated $18.8M sold.

Trustees of the Smith College first reported a position in VOO in Q1 2022 and held it in 3 quarters. The position peaked at $46.3M in Q1 2022. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Trustees of the Smith College reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Trustees of the Smith College sold 57,155 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $18.8M.
Trustees of the Smith College first reported a position in Vanguard S&P 500 ETF in Q1 2022 and held it in 3 quarters.
Trustees of the Smith College's Vanguard S&P 500 ETF position peaked at $46.3M in Q1 2022.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Trustees of the Smith College's 13F filing for Q4 2022, filed 31 Jan 2023.