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Belvedere Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Belvedere 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
2019
Q2 		$44K Buy
162
+31
+24% +$8.2K 1.36% 14
2019
Q1 		$33K Buy
+131
New +$32.7K 0.43% 37

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Belvedere Advisors's VOO Position: Q2 2019 in Review

Belvedere Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 24% in Q2 2019, buying an estimated $8.2K and bringing the position to 162 shares worth $44K. The position accounts for 1.36% of the portfolio, ranked #14.

Belvedere Advisors first reported a position in VOO in Q1 2019 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold VOO as of Q2 2019.

  • Belvedere Advisors held 162 shares of Vanguard S&P 500 ETF worth $44K as of Q2 2019.
  • Belvedere Advisors bought 31 Vanguard S&P 500 ETF shares in Q2 2019, an estimated $8.2K.
  • Vanguard S&P 500 ETF made up 1.36% of Belvedere Advisors's portfolio in Q2 2019, its #14 holding.
  • Belvedere Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.