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Alera Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Alera Investment 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
2024
Q3 		$6.02M Buy
11,409
+290
+3% +$147K 0.71% 30
2024
Q2 		$5.56M Sell
11,119
-765
-6% -$368K 0.67% 31
2024
Q1 		$5.71M Sell
11,884
-9,344
-44% -$4.28M 0.77% 20
2023
Q4 		$9.27M Sell
21,228
-281
-1% -$115K 1.21% 18
2023
Q3 		$8.45M Sell
21,509
-698
-3% -$285K 1.39% 13
2023
Q2 		$9.04M Hold
22,207
– – 1.95% 11
2023
Q1 		$8.35M Sell
22,207
-645
-3% -$237K 1.92% 12
2022
Q4 		$8.03M Buy
22,852
+1,782
+8% +$630K 1.9% 11
2022
Q3 		$6.92M Buy
21,070
+562
+3% +$205K 1.96% 14
2022
Q2 		$7.11M Buy
20,508
+7,326
+56% +$2.76M 1.99% 14
2022
Q1 		$5.47M Sell
13,182
-23
-0.2% -$9.42K 1.25% 15
2021
Q4 		$5.76M Sell
13,205
-150
-1% -$63.3K 1.58% 13
2021
Q3 		$5.27M Sell
13,355
-68
-0.5% -$27.6K 1.55% 13
2021
Q2 		$5.28M Sell
13,423
-111
-0.8% -$42.6K 1.59% 15
2021
Q1 		$4.93M Buy
13,534
+141
+1% +$50K 1.62% 14
2020
Q4 		$4.6M Buy
13,393
+40
+0.3% +$13K 1.62% 14
2020
Q3 		$4.11M Sell
13,353
-73
-0.5% -$22.2K 1.64% 14
2020
Q2 		$3.81M Sell
13,426
-2,274
-14% -$612K 2% 12
2020
Q1 		$3.72M Sell
15,700
-583
-4% -$163K 2.25% 11
2019
Q4 		$4.82M Sell
16,283
-289
-2% -$81.7K 2.19% 11
2019
Q3 		$4.52M Sell
16,572
-348
-2% -$94.5K 2.24% 10
2019
Q2 		$4.55M Sell
16,920
-115
-0.7% -$30.4K 2.33% 10
2019
Q1 		$4.42M Sell
17,035
-2,171
-11% -$542K 2.15% 10
2018
Q4 		$4.41M Buy
+19,206
New +$4.76M 2.69% 8

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alera Investment Advisors's VOO Position: Q3 2024 in Review

Alera Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q3 2024, buying an estimated $147K and bringing the position to 11,409 shares worth $6.02M. The position accounts for 0.71% of the portfolio, ranked #30.

Alera Investment Advisors first reported a position in VOO in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.27M in Q4 2023. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Alera Investment Advisors held 11,409 shares of Vanguard S&P 500 ETF worth $6.02M as of Q3 2024.
  • Alera Investment Advisors bought 290 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $147K.
  • Vanguard S&P 500 ETF made up 0.71% of Alera Investment Advisors's portfolio in Q3 2024, its #30 holding.
  • Alera Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's Vanguard S&P 500 ETF position peaked at $9.27M in Q4 2023.
  • 2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.