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

Bel Air 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
2021
Q2 		$6.12M Buy
15,546
+1,730
+13% +$664K 0.19% 70
2021
Q1 		$5.03M Buy
+13,816
New +$4.9M 0.16% 81

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bel Air Investment Advisors's VOO Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2021, buying an estimated $664K and bringing the position to 15,546 shares worth $6.12M. The position accounts for 0.19% of the portfolio, ranked #70.

Bel Air Investment Advisors first reported a position in VOO in Q1 2021 and has held it in 2 quarters since. 1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

  • Bel Air Investment Advisors held 15,546 shares of Vanguard S&P 500 ETF worth $6.12M as of Q2 2021.
  • Bel Air Investment Advisors bought 1,730 Vanguard S&P 500 ETF shares in Q2 2021, an estimated $664K.
  • Vanguard S&P 500 ETF made up 0.19% of Bel Air Investment Advisors's portfolio in Q2 2021, its #70 holding.
  • Bel Air Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 2 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.