Wipfli Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wipfli Financial 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
2022 Q3	$1.42M	Buy	4,304 +2,073	+93%	+$757K	0.1%	87
2022 Q2	$774K	Sell	2,231 -1,194	-35%	-$450K	0.08%	43
2022 Q1	$1.42M	Buy	3,425 +838	+32%	+$343K	0.14%	33
2021 Q4	$1.13M	Buy	2,587 +1,554	+150%	+$656K	0.13%	19
2021 Q3	$408K	Sell	1,033 -72	-7%	-$29.2K	0.05%	33
2021 Q2	$435K	Sell	1,105 -565	-34%	-$217K	0.06%	30
2021 Q1	$609K	Buy	1,670 +135	+9%	+$47.9K	0.33%	17
2020 Q4	$528K	Buy	+1,535	New	+$500K	0.31%	20

Other funds holding VOO

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's VOO Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 93% in Q3 2022, buying an estimated $757K and bringing the position to 4,304 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #87.

Wipfli Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.42M in Q1 2022. 2,066 funds tracked by Wall St. Rank hold VOO as of Q3 2022.

Wipfli Financial Advisors held 4,304 shares of Vanguard S&P 500 ETF worth $1.42M as of Q3 2022.
Wipfli Financial Advisors bought 2,073 Vanguard S&P 500 ETF shares in Q3 2022, an estimated $757K.
Vanguard S&P 500 ETF made up 0.1% of Wipfli Financial Advisors's portfolio in Q3 2022, its #87 holding.
Wipfli Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.42M in Q1 2022.
2,066 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.