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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
2021
Q4 		– Sell
-600
Closed -$7K – 523
2021
Q3 		$7K Hold
600
– – ﹤0.01% 504
2021
Q2 		$8K Buy
+600
New +$230K ﹤0.01% 493

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.