UCIG
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Ulrich Consultants & Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Ulrich Consultants & Investment Group’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
Q2 		$10.8M Buy
26,545
+1,444
+6% +$557K 26.12% 2
2023
Q1 		$9.44M Sell
25,101
-105
-0.4% -$38.5K 19.72% 3
2022
Q4 		$8.86M Buy
25,206
+5,619
+29% +$1.99M 19.83% 3
2022
Q3 		$6.43M Buy
19,587
+1,326
+7% +$484K 4.96% 7
2022
Q2 		$6.33M Buy
+18,261
New +$6.88M 3.47% 9

Other funds holding VOO

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ulrich Consultants & Investment Group's VOO Position: Q2 2023 in Review

Ulrich Consultants & Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 5.8% in Q2 2023, buying an estimated $557K and bringing the position to 26,545 shares worth $10.8M. The position accounts for 26.12% of the portfolio, ranked #2.

Ulrich Consultants & Investment Group first reported a position in VOO in Q2 2022 and has held it in 5 quarters since. 2,376 funds tracked by Wall St. Rank hold VOO as of Q2 2023.

  • Ulrich Consultants & Investment Group held 26,545 shares of Vanguard S&P 500 ETF worth $10.8M as of Q2 2023.
  • Ulrich Consultants & Investment Group bought 1,444 Vanguard S&P 500 ETF shares in Q2 2023, an estimated $557K.
  • Vanguard S&P 500 ETF made up 26.12% of Ulrich Consultants & Investment Group's portfolio in Q2 2023, its #2 holding.
  • Ulrich Consultants & Investment Group first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 5 quarters since.
  • 2,376 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2023.

Based on Ulrich Consultants & Investment Group's 13F filing for Q2 2023, filed 7 Aug 2023.