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

Berry 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
2020 Q4	$5.09M	Buy	14,823 +1,049	+8%	+$342K	2.3%	13
2020 Q3	$4.24M	Sell	13,774 -3	-0%	-$914	2.28%	14
2020 Q2	$3.9M	Buy	13,777 +903	+7%	+$243K	2.42%	14
2020 Q1	$3.05M	Sell	12,874 -1,136	-8%	-$318K	2.3%	15
2019 Q4	$4.14M	Buy	+14,010	New	+$3.96M	2.24%	13

Other funds holding VOO

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berry Group's VOO Position: Q4 2020 in Review

Berry Group increased its Vanguard S&P 500 ETF (VOO) stake by 7.6% in Q4 2020, buying an estimated $342K and bringing the position to 14,823 shares worth $5.09M. The position accounts for 2.3% of the portfolio, ranked #13.

Berry Group first reported a position in VOO in Q4 2019 and has held it in 5 quarters since. 1,656 funds tracked by Wall St. Rank hold VOO as of Q4 2020.

Berry Group held 14,823 shares of Vanguard S&P 500 ETF worth $5.09M as of Q4 2020.
Berry Group bought 1,049 Vanguard S&P 500 ETF shares in Q4 2020, an estimated $342K.
Vanguard S&P 500 ETF made up 2.3% of Berry Group's portfolio in Q4 2020, its #13 holding.
Berry Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 5 quarters since.
1,656 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.