SEC 13F Intelligence

Wintrust Investments LLC / VOO

Wintrust Investments LLC’s Vanguard Index Fds Position

Does Wintrust Investments LLC own Vanguard Index Fds (VOO)? Yes — 2.4K shares worth $1M (+1.15% of its 13F portfolio) as of Q4 2024, up from 2.3K shares the prior filed quarter.

Position Value
$1M
Q4 2024
Shares
2.4K
% of Portfolio
+1.15%
Quarters Held
24
currently held

Position History VOO

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $9MQ3 ’20Q4 ’20: $10MQ1 ’21: $9MQ2 ’21: $10MQ2 ’21Q3 ’21: $10MQ4 ’21: $11MQ1 ’22: $10MQ1 ’22Q2 ’22: $8MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $8MQ3 ’23Q4 ’23: $11MQ1 ’24: $12MQ2 ’24: $12MQ2 ’24Q3 ’24: $1MQ4 ’24: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20242.4K$1M+1.15%
Q3 20242.3K$1M+0.92%
Q2 202423.7K$12M+0.96%
Q1 202424.0K$12M+1.02%
Q4 202325.6K$11M+1.08%
Q3 202321.0K$8M+0.86%
Q2 202318.3K$7M+0.75%
Q1 202319.2K$7M+0.92%
Q4 202218.4K$6M+0.84%
Q3 202215.4K$5M+0.63%
Q2 202223.4K$8M+0.97%
Q1 202223.5K$10M+0.94%
Q4 202125.1K$11M+1.04%
Q3 202125.0K$10M+1.33%
Q2 202125.2K$10M+1.02%
Q1 202124.2K$9M+0.91%
Q4 202028.5K$10M+2.78%
Q3 202028.3K$9M+1.20%
Q2 202028.3K$8M+1.12%
Q1 202027.5K$7M+1.07%
Q4 201929.8K$9M+1.23%
Q3 201929.9K$8M+1.21%
Q2 201929.1K$8M+1.19%
Q1 201929.0K$8M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wintrust Investments LLC’s full portfolio or all institutional holders of VOO.