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

Wealthsimple’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
Q3 		$567K Sell
1,727
-66
-4% -$24.1K 0.02% 20
2022
Q2 		$622K Buy
1,793
+230
+15% +$86.6K 0.02% 19
2022
Q1 		$649K Buy
+1,563
New +$640K 0.02% 20

Other funds holding VOO

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthsimple's VOO Position: Q3 2022 in Review

Wealthsimple reduced its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q3 2022, selling an estimated $24.1K and leaving 1,727 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #20.

Wealthsimple first reported a position in VOO in Q1 2022 and has held it in 3 quarters since. The position peaked at $649K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

  • Wealthsimple held 1,727 shares of Vanguard S&P 500 ETF worth $567K as of Q3 2022.
  • Wealthsimple sold 66 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $24.1K.
  • Vanguard S&P 500 ETF made up 0.02% of Wealthsimple's portfolio in Q3 2022, its #20 holding.
  • Wealthsimple first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 3 quarters since.
  • Wealthsimple's Vanguard S&P 500 ETF position peaked at $649K in Q1 2022.
  • 2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.