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

Whitney & Co’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	-762	Closed	-$250K	–	131
2022 Q3	$250K	Buy	+762	New	+$278K	0.05%	114
2018 Q4	–	Sell	-901	Closed	-$232K	–	458
2018 Q3	$232K	Buy	901 +862	+2,210%	+$226K	0.06%	102
2018 Q2	$10K	Hold	39	–	–	﹤0.01%	243
2018 Q1	$9K	Buy	+39	New	+$9.79K	﹤0.01%	251

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

Whitney & Co's VOO Position: Q4 2022 in Review

Whitney & Co sold out of Vanguard S&P 500 ETF (VOO) in Q4 2022, closing a stake of 762 shares — an estimated $250K sold.

Whitney & Co first reported a position in VOO in Q1 2018 and held it in 4 quarters. The position peaked at $250K in Q3 2022. 2,257 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Whitney & Co reported no remaining Vanguard S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Whitney & Co sold 762 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $250K.
Whitney & Co first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 4 quarters.
Whitney & Co's Vanguard S&P 500 ETF position peaked at $250K in Q3 2022.
2,257 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Whitney & Co's 13F filing for Q4 2022, filed 3 Feb 2023.