Ancora Family Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Ancora Family Wealth 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
2016 Q3	$2.81M	Buy	14,116 +929	+7%	+$184K	0.96%	25
2016 Q2	$2.54M	Buy	13,187 +88	+0.7%	+$16.8K	0.96%	26
2016 Q1	$2.47M	Sell	13,099 -180	-1%	-$32.2K	1.01%	26
2015 Q4	$2.48M	Sell	13,279 -84	-0.6%	-$15.8K	1.06%	24
2015 Q3	$2.35M	Buy	+13,363	New	+$2.49M	0.98%	27

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DCM

Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return

Ancora Family Wealth Advisors's VOO Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7% in Q3 2016, buying an estimated $184K and bringing the position to 14,116 shares worth $2.81M. The position accounts for 0.96% of the portfolio, ranked #25.

Ancora Family Wealth Advisors first reported a position in VOO in Q3 2015 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold VOO as of Q3 2016.

Ancora Family Wealth Advisors held 14,116 shares of Vanguard S&P 500 ETF worth $2.81M as of Q3 2016.
Ancora Family Wealth Advisors bought 929 Vanguard S&P 500 ETF shares in Q3 2016, an estimated $184K.
Vanguard S&P 500 ETF made up 0.96% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #25 holding.
Ancora Family Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 5 quarters since.
563 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.