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

V Wealth 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	$1.87M	Sell	4,760 -26,189	-85%	-$10.7M	1.5%	13
2023 Q2	$12.6M	Buy	30,949 +532	+2%	+$205K	2.1%	8
2023 Q1	$11.4M	Buy	30,417 +83	+0.3%	+$30.4K	2.14%	7
2022 Q4	$10.7M	Sell	30,334 -61,133	-67%	-$21.6M	2.2%	6
2022 Q3	$30M	Buy	91,467 +39,527	+76%	+$14.4M	6.01%	1
2022 Q2	$18M	Buy	51,940 +11,904	+30%	+$4.48M	3.4%	5
2022 Q1	$16.6M	Sell	40,036 -3,622	-8%	-$1.48M	2.66%	6
2021 Q4	$19.1M	Buy	43,658 +2,127	+5%	+$898K	2.79%	6
2021 Q3	$16.4M	Buy	41,531 +3,441	+9%	+$1.4M	2.53%	6
2021 Q2	$15M	Buy	38,090 +5,575	+17%	+$2.14M	2.39%	6
2021 Q1	$11.8M	Buy	32,515 +1,258	+4%	+$446K	2.18%	6
2020 Q4	$10.7M	Buy	31,257 +26,316	+533%	+$8.58M	2.22%	6
2020 Q3	$1.52M	Sell	4,941 -25,774	-84%	-$7.85M	1.05%	24
2020 Q2	$8.71M	Sell	30,715 -7,029	-19%	-$1.89M	2.26%	6
2020 Q1	$8.94M	Buy	37,744 +3,620	+11%	+$1.01M	2.8%	7
2019 Q4	$9.3M	Hold	34,124	–	–	3.32%	4
2019 Q3	$9.3M	Buy	34,124 +7,497	+28%	+$2.03M	3.32%	4
2019 Q2	$7.24M	Sell	26,627 -1,354	-5%	-$358K	2.75%	4
2019 Q1	$7.51M	Buy	27,981 +7,987	+40%	+$2M	3.03%	4
2018 Q4	$4.78M	Buy	19,994 +17,318	+647%	+$4.29M	2.43%	6
2018 Q3	$715K	Buy	2,676 +1,614	+152%	+$422K	0.33%	82
2018 Q2	$265K	Buy	+1,062	New	+$264K	0.15%	159
2017 Q3	–	Sell	-224	Closed	-$50K	–	694
2017 Q2	$50K	Sell	224 -1,007	-82%	-$222K	0.02%	317
2017 Q1	$266K	Sell	1,231 -4,017	-77%	-$857K	0.16%	142
2016 Q4	$1.07M	Buy	5,248 +811	+18%	+$163K	0.79%	47
2016 Q3	$881K	Buy	4,437 +1,690	+62%	+$335K	0.71%	46
2016 Q2	$527K	Buy	2,747 +1,262	+85%	+$240K	0.43%	74
2016 Q1	$281K	Buy	+1,485	New	+$266K	0.22%	101

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

V Wealth Advisors's VOO Position: Q3 2023 in Review

V Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 85% in Q3 2023, selling an estimated $10.7M and leaving 4,760 shares worth $1.87M. The position accounts for 1.5% of the portfolio, ranked #13.

V Wealth Advisors first reported a position in VOO in Q1 2016 and has held it in 28 quarters since. The position peaked at $30M in Q3 2022. 2,404 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

V Wealth Advisors held 4,760 shares of Vanguard S&P 500 ETF worth $1.87M as of Q3 2023.
V Wealth Advisors sold 26,189 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $10.7M.
Vanguard S&P 500 ETF made up 1.5% of V Wealth Advisors's portfolio in Q3 2023, its #13 holding.
V Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 28 quarters since.
V Wealth Advisors's Vanguard S&P 500 ETF position peaked at $30M in Q3 2022.
2,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.