Ariel Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Ariel Investments’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
2017 Q4	–	Sell	-21,290	Closed	-$4.91M	–	178
2017 Q3	$4.91M	Hold	21,290	–	–	0.06%	147
2017 Q2	$4.73M	Hold	21,290	–	–	0.06%	151
2017 Q1	$4.61M	Hold	21,290	–	–	0.05%	147
2016 Q4	$4.37M	Sell	21,290 -44,586	-68%	-$8.95M	0.05%	155
2016 Q3	$13.1M	Hold	65,876	–	–	0.16%	102
2016 Q2	$12.7M	Sell	65,876 -52,517	-44%	-$10M	0.16%	105
2016 Q1	$22.3M	Sell	118,393 -46,794	-28%	-$8.37M	0.27%	79
2015 Q4	$30.9M	Sell	165,187 -49,621	-23%	-$9.34M	0.37%	72
2015 Q3	$37.7M	Buy	214,808 +103,690	+93%	+$19.3M	0.47%	60
2015 Q2	$21M	Buy	111,118 +24,314	+28%	+$4.69M	0.24%	89
2015 Q1	$16.4M	Buy	86,804 +30,560	+54%	+$5.78M	0.18%	102
2014 Q4	$10.6M	Buy	+56,244	New	+$10.4M	0.12%	119

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Ariel Investments's VOO Position: Q4 2017 in Review

Ariel Investments sold out of Vanguard S&P 500 ETF (VOO) in Q4 2017, closing a stake of 21,290 shares — an estimated $4.91M sold.

Ariel Investments first reported a position in VOO in Q4 2014 and held it in 12 quarters. The position peaked at $37.7M in Q3 2015. 844 funds tracked by Wall St. Rank hold VOO as of Q4 2017.

Ariel Investments reported no remaining Vanguard S&P 500 ETF position as of Q4 2017 after selling out during the quarter.
Ariel Investments sold 21,290 Vanguard S&P 500 ETF shares in Q4 2017, an estimated $4.91M.
Ariel Investments first reported a position in Vanguard S&P 500 ETF in Q4 2014 and held it in 12 quarters.
Ariel Investments's Vanguard S&P 500 ETF position peaked at $37.7M in Q3 2015.
844 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2017.

Based on Ariel Investments's 13F filing for Q4 2017, filed 14 Feb 2018.