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Bellwether Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-71
Closed -$15K – 597
2017
Q1 		$15K Sell
71
-1,416
-95% -$302K 0.04% 391
2016
Q4 		$305K Buy
+1,487
New +$298K 0.27% 97
2016
Q2 		$387K Buy
+2,012
New +$383K 0.42% 66

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
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
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 $13B AUM 17.65% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Investment Group's VOO Position: Q2 2017 in Review

Bellwether Investment Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2017, closing a stake of 71 shares — an estimated $15K sold.

Bellwether Investment Group first reported a position in VOO in Q2 2016 and held it in 3 quarters. The position peaked at $387K in Q2 2016. 693 funds tracked by Wall St. Rank hold VOO as of Q2 2017.

  • Bellwether Investment Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 71 Vanguard S&P 500 ETF shares in Q2 2017, an estimated $15K.
  • Bellwether Investment Group first reported a position in Vanguard S&P 500 ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Vanguard S&P 500 ETF position peaked at $387K in Q2 2016.
  • 693 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.