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Unionview LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Unionview LLC’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
2024
Q4 		$205K Sell
381
-140
-27% -$75.8K 0.15% 89
2024
Q3 		$275K Buy
521
+2
+0.4% +$1.02K 0.21% 72
2024
Q2 		$260K Hold
519
– – 0.21% 77
2024
Q1 		$250K Buy
519
+3
+0.6% +$1.37K 0.21% 71
2023
Q4 		$225K Buy
516
+4
+0.8% +$1.64K 0.2% 75
2023
Q3 		$201K Buy
512
+2
+0.4% +$818 0.19% 80
2023
Q2 		$208K Buy
+510
New +$197K 0.19% 80

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Unionview LLC's VOO Position: Q4 2024 in Review

Unionview LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 27% in Q4 2024, selling an estimated $75.8K and leaving 381 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #89.

Unionview LLC first reported a position in VOO in Q2 2023 and has held it in 7 quarters since. The position peaked at $275K in Q3 2024. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Unionview LLC held 381 shares of Vanguard S&P 500 ETF worth $205K as of Q4 2024.
  • Unionview LLC sold 140 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $75.8K.
  • Vanguard S&P 500 ETF made up 0.15% of Unionview LLC's portfolio in Q4 2024, its #89 holding.
  • Unionview LLC first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 7 quarters since.
  • Unionview LLC's Vanguard S&P 500 ETF position peaked at $275K in Q3 2024.
  • 3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.