Comparing Voya Financial Advisors' Q3 and Q4 2022 Holdings: Which Investments Saw the Most Changes?

Voya Financial Advisors, Inc. recently revealed its 13F holdings report for Q3 2022 and Q4 2022, giving investors insight into the company's latest investment decisions. As always, investors are eager to see which stocks have been added or sold from the portfolio and the impact of these moves on their own investments.

Looking at the data, it's clear that there have been some significant changes in Voya's holdings over the past few months. Some of the biggest names on the list saw a decrease in shares, while others saw a significant increase. In this article, we'll take a closer look at some of the most notable changes in the portfolio.

Vanguard Index Funds (VV and VXF)

One of the most significant changes to the Voya portfolio was a decrease in shares of the Vanguard Index Funds. Both VV and VXF saw a decrease of around 3.8% and 2.5%, respectively, in the number of shares held. However, the value of the shares remained fairly consistent, with a slight increase for VV and a slight decrease for VXF in Q4 2022.

Vanguard International Equity Index Fund (VEU)

Another significant change was an increase in shares of the Vanguard International Equity Index Fund, which saw a boost of 12.6% in Q4 2022. This increase was also accompanied by a significant increase in the value of the shares, which saw an increase of around 12.6%.

Microsoft Corp (MSFT)

Unfortunately, Microsoft Corp saw a decrease of around 19.3% in the number of shares held by Voya. This move could be attributed to numerous factors, but regardless, it's important to note that one of the most significant holdings in the portfolio saw a decrease in Q4 2022.

Amazon.com Inc (AMZN)

Another notable decrease was Amazon.com Inc, which saw a significant drop of 42.8% in the number of shares held by Voya. The value of the shares also saw a decrease of around 42.8%, which could be concerning for investors who have their own investments in Amazon.

UnitedHealth Group Inc (UNH)

One of the most significant increases in shares was seen in UnitedHealth Group Inc, which saw a boost of around 28.2% in Q4 2022. The value of the shares also increased by around 28.2%, which could be promising for investors interested in the healthcare sector.

Overall, the Voya portfolio saw some significant changes in Q4 2022. While some stocks saw a decrease in shares, others saw a significant boost in both shares and value. As with any investment portfolio, it's important to keep a close eye on the changes and adjust your own investments accordingly.