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Advisor Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Advisor Group’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
2019
Q4 		$5K Buy
19
+16
+533% +$4.53K ﹤0.01% 4686
2019
Q3 		$2K Buy
+3
New +$814 ﹤0.01% 5011

Other funds holding VOO

Bank of America
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Advisor Group's VOO Position: Q4 2019 in Review

Advisor Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q4 2019, buying an estimated $5.23M and bringing the position to 1,295,756 shares worth $383M. The position accounts for 2.65% of the portfolio, ranked #2.

Advisor Group first reported a position in VOO in Q2 2016 and has held it in 15 quarters since. 1,347 funds tracked by Wall St. Rank hold VOO as of Q4 2019.

  • Advisor Group held 1,295,756 shares of Vanguard S&P 500 ETF worth $383M as of Q4 2019.
  • Advisor Group bought 18,504 Vanguard S&P 500 ETF shares in Q4 2019, an estimated $5.23M.
  • Vanguard S&P 500 ETF made up 2.65% of Advisor Group's portfolio in Q4 2019, its #2 holding.
  • Advisor Group first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 15 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.