Zeke Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Zeke Capital 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 Q4	$1.25M	Buy	3,564 +1,250	+54%	+$442K	0.08%	116
2022 Q3	$760K	Hold	2,314	–	–	0.06%	156
2022 Q2	$803K	Hold	2,314	–	–	0.05%	156
2022 Q1	$961K	Hold	2,314	–	–	0.05%	146
2021 Q4	$1.01M	Sell	2,314 -6	-0.3%	-$2.53K	0.06%	96
2021 Q3	$915K	Buy	2,320 +572	+33%	+$232K	0.05%	103
2021 Q2	$688K	Sell	1,748 -1,929	-52%	-$740K	0.04%	121
2021 Q1	$1.34M	Sell	3,677 -219	-6%	-$77.7K	0.09%	74
2020 Q4	$1.34M	Sell	3,896 -68	-2%	-$22.2K	0.11%	64
2020 Q3	$1.22M	Hold	3,964	–	–	0.14%	52
2020 Q2	$1.12M	Sell	3,964 -70	-2%	-$18.8K	0.22%	48
2020 Q1	$955K	Sell	4,034 -2,000	-33%	-$560K	0.27%	52
2019 Q4	$1.78M	Buy	6,034 +150	+3%	+$42.4K	0.15%	119
2019 Q3	$1.6M	Sell	5,884 -434	-7%	-$118K	0.14%	119
2019 Q2	$1.7M	Buy	6,318 +373	+6%	+$98.7K	0.16%	113
2019 Q1	$1.54M	Sell	5,945 -45	-0.8%	-$11.2K	0.14%	127
2018 Q4	$1.38M	Hold	5,990	–	–	0.13%	143
2018 Q3	$1.6M	Buy	5,990 +1,955	+48%	+$512K	0.13%	139
2018 Q2	$1.01M	Sell	4,035 -2,000	-33%	-$496K	0.09%	183
2018 Q1	$1.46M	Buy	6,035 +1,993	+49%	+$500K	0.13%	131
2017 Q4	$991K	Buy	4,042 +2,157	+114%	+$516K	0.1%	160
2017 Q3	$435K	Hold	1,885	–	–	0.06%	254
2017 Q2	$419K	Buy	1,885 +100	+6%	+$22K	0.08%	155
2017 Q1	$386K	Buy	+1,785	New	+$381K	0.08%	158

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

Zeke Capital Advisors's VOO Position: Q4 2022 in Review

Zeke Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 54% in Q4 2022, buying an estimated $442K and bringing the position to 3,564 shares worth $1.25M. The position accounts for 0.08% of the portfolio, ranked #116.

Zeke Capital Advisors first reported a position in VOO in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.78M in Q4 2019. 2,258 funds tracked by Wall St. Rank hold VOO as of Q4 2022.

Zeke Capital Advisors held 3,564 shares of Vanguard S&P 500 ETF worth $1.25M as of Q4 2022.
Zeke Capital Advisors bought 1,250 Vanguard S&P 500 ETF shares in Q4 2022, an estimated $442K.
Vanguard S&P 500 ETF made up 0.08% of Zeke Capital Advisors's portfolio in Q4 2022, its #116 holding.
Zeke Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 24 quarters since.
Zeke Capital Advisors's Vanguard S&P 500 ETF position peaked at $1.78M in Q4 2019.
2,258 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.