WSTAM
VOO icon

Wilbanks Smith & Thomas Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$331M Buy
688,588
+5,404
+0.8% +$2.47M 9.26% 1
2023
Q4 		$298M Buy
683,184
+35,367
+5% +$14.5M 9.12% 1
2023
Q3 		$254M Buy
647,817
+29,698
+5% +$12.1M 8.8% 1
2023
Q2 		$252M Sell
618,119
-5,862
-0.9% -$2.26M 8.31% 1
2023
Q1 		$235M Buy
623,981
+19,899
+3% +$7.3M 8.15% 1
2022
Q4 		$212M Buy
604,082
+15,993
+3% +$5.65M 8.05% 1
2022
Q3 		$193M Buy
588,089
+17,432
+3% +$6.37M 8.28% 1
2022
Q2 		$198M Buy
570,657
+13,910
+2% +$5.24M 8.31% 1
2022
Q1 		$213M Buy
556,747
+16,388
+3% +$6.71M 8.52% 1
2021
Q4 		$236M Buy
540,359
+18,689
+4% +$7.89M 8.21% 1
2021
Q3 		$206M Buy
521,670
+13,667
+3% +$5.54M 8.08% 1
2021
Q2 		$200M Buy
508,003
+23,022
+5% +$8.84M 7.84% 1
2021
Q1 		$177M Buy
484,981
+5,855
+1% +$2.08M 7.64% 1
2020
Q4 		$165M Buy
479,126
+16,094
+3% +$5.25M 7.76% 1
2020
Q3 		$142M Buy
463,032
+2,482
+0.5% +$756K 7.73% 1
2020
Q2 		$131M Buy
460,550
+23,739
+5% +$6.39M 7.92% 2
2020
Q1 		$104M Buy
436,811
+34,340
+9% +$9.62M 7.68% 2
2019
Q4 		$119M Buy
402,471
+29,603
+8% +$8.37M 7.03% 2
2019
Q3 		$102M Buy
372,868
+24,897
+7% +$6.76M 6.42% 2
2019
Q2 		$93.7M Buy
347,971
+21,801
+7% +$5.77M 6.03% 2
2019
Q1 		$84.7M Buy
326,170
+30,762
+10% +$7.68M 5.47% 2
2018
Q4 		$67.9M Buy
295,408
+76,672
+35% +$19M 4.67% 3
2018
Q3 		$58.4M Sell
218,736
-1,666
-0.8% -$436K 3.55% 6
2018
Q2 		$55M Buy
220,402
+11,839
+6% +$2.94M 4.4% 5
2018
Q1 		$50.5M Sell
208,563
-3,822
-2% -$959K 4.06% 6
2017
Q4 		$52.1M Buy
212,385
+12,440
+6% +$2.97M 4.12% 5
2017
Q3 		$46.1M Buy
199,945
+3,199
+2% +$725K 3.89% 6
2017
Q2 		$43.7M Buy
196,746
+15,440
+9% +$3.4M 3.83% 6
2017
Q1 		$39.2M Buy
181,306
+26,151
+17% +$5.58M 3.33% 6
2016
Q4 		$31.9M Buy
155,155
+28,980
+23% +$5.82M 2.86% 8
2016
Q3 		$25.1M Buy
126,175
+8,339
+7% +$1.65M 2.34% 11
2016
Q2 		$22.6M Buy
117,836
+6,696
+6% +$1.27M 2.35% 12
2016
Q1 		$21M Buy
111,140
+32,154
+41% +$5.75M 2.54% 10
2015
Q4 		$14.8M Buy
78,986
+28,961
+58% +$5.45M 1.46% 18
2015
Q3 		$8.79M Buy
50,025
+12,106
+32% +$2.25M 1.25% 17
2015
Q2 		$7.16M Buy
37,919
+21,367
+129% +$4.12M 0.7% 26
2015
Q1 		$3.13M Buy
16,552
+1,155
+8% +$219K 0.31% 55
2014
Q4 		$2.9M Buy
15,397
+201
+1% +$37.1K 0.3% 62
2014
Q3 		$2.74M Buy
15,196
+538
+4% +$97.5K 0.3% 60
2014
Q2 		$2.63M Buy
14,658
+169
+1% +$29.4K 0.28% 65
2014
Q1 		$2.48M Buy
14,489
+1,180
+9% +$198K 0.28% 62
2013
Q4 		$2.25M Sell
13,309
-649
-5% -$105K 0.27% 63
2013
Q3 		$2.15M Buy
13,958
+155
+1% +$23.8K 0.29% 60
2013
Q2 		$2.02M Buy
+13,803
New +$2.04M 0.31% 57

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VOO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.79% in Q1 2024, buying an estimated $2.47M and bringing the position to 688,588 shares worth $331M. The position accounts for 9.26% of the portfolio, ranked #1.

Wilbanks Smith & Thomas Asset Management first reported a position in VOO in Q2 2013 and has held it in 44 quarters since. 2,747 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 688,588 shares of Vanguard S&P 500 ETF worth $331M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 5,404 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $2.47M.
  • Vanguard S&P 500 ETF made up 9.26% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #1 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 44 quarters since.
  • 2,747 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.