American Research & Management Company’s Vanguard S&P 500 ETF VOO Stock Holding History

American Research & Management Company’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 Q1	–	Sell	-11	Closed	-$5K	–	406
2021 Q4	$5K	Buy	+11	New	+$4.64K	﹤0.01%	340
2018 Q2	–	Sell	-20	Closed	-$5K	–	340
2018 Q1	$5K	Hold	20	–	–	﹤0.01%	330
2017 Q4	$5K	Hold	20	–	–	﹤0.01%	332
2017 Q3	$5K	Buy	20 +1	+5%	+$226	﹤0.01%	304
2017 Q2	$4K	Hold	19	–	–	﹤0.01%	309
2017 Q1	$4K	Hold	19	–	–	﹤0.01%	299
2016 Q4	$4K	Hold	19	–	–	﹤0.01%	314
2016 Q3	$4K	Hold	19	–	–	﹤0.01%	324
2016 Q2	$4K	Hold	19	–	–	﹤0.01%	311
2016 Q1	$4K	Hold	19	–	–	﹤0.01%	321
2015 Q4	$4K	Hold	19	–	–	﹤0.01%	324
2015 Q3	$3K	Hold	19	–	–	﹤0.01%	343
2015 Q2	$4K	Hold	19	–	–	﹤0.01%	339
2015 Q1	$4K	Buy	19 +1	+6%	+$189	﹤0.01%	334
2014 Q4	$3K	Hold	18	–	–	﹤0.01%	337
2014 Q3	$3K	Hold	18	–	–	﹤0.01%	346
2014 Q2	$3K	Hold	18	–	–	﹤0.01%	356
2014 Q1	$3K	Hold	18	–	–	﹤0.01%	354
2013 Q4	$3K	Hold	18	–	–	﹤0.01%	358
2013 Q3	$3K	Hold	18	–	–	﹤0.01%	346
2013 Q2	$3K	Buy	+18	New	+$2.65K	﹤0.01%	343

Other funds holding VOO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Research & Management Company's VOO Position: Q1 2022 in Review

American Research & Management Company sold out of Vanguard S&P 500 ETF (VOO) in Q1 2022, closing a stake of 11 shares — an estimated $5K sold.

American Research & Management Company first reported a position in VOO in Q2 2013 and held it in 21 quarters. The position peaked at $5K in Q4 2021. 2,128 funds tracked by Wall St. Rank hold VOO as of Q1 2022.

American Research & Management Company reported no remaining Vanguard S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
American Research & Management Company sold 11 Vanguard S&P 500 ETF shares in Q1 2022, an estimated $5K.
American Research & Management Company first reported a position in Vanguard S&P 500 ETF in Q2 2013 and held it in 21 quarters.
American Research & Management Company's Vanguard S&P 500 ETF position peaked at $5K in Q4 2021.
2,128 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2022.

Based on American Research & Management Company's 13F filing for Q1 2022, filed 21 Apr 2022.