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

Boston 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
Q3 		$7.04M Buy
25,832
+4,296
+20% +$1.17M 0.37% 68
2019
Q2 		$5.8M Buy
21,536
+5,895
+38% +$1.56M 0.31% 87
2019
Q1 		$4.06M Sell
15,641
-2,543
-14% -$635K 0.21% 133
2018
Q4 		$4.18M Buy
18,184
+962
+6% +$238K 0.24% 117
2018
Q3 		$4.6M Buy
17,222
+5,902
+52% +$1.54M 0.2% 171
2018
Q2 		$2.82M Sell
11,320
-3,512
-24% -$872K 0.07% 250
2018
Q1 		$3.59M Sell
14,832
-4,913
-25% -$1.23M 0.09% 220
2017
Q4 		$4.84M Buy
19,745
+4,293
+28% +$1.03M 0.1% 222
2017
Q3 		$3.57M Sell
15,452
-2,396
-13% -$543K 0.08% 247
2017
Q2 		$3.96M Buy
17,848
+1,086
+6% +$239K 0.09% 243
2017
Q1 		$3.63M Buy
16,762
+9,652
+136% +$2.06M 0.09% 251
2016
Q4 		$1.46M Buy
7,110
+1,112
+19% +$223K 0.03% 323
2016
Q3 		$1.19M Sell
5,998
-243
-4% -$48.2K 0.03% 333
2016
Q2 		$1.2M Buy
6,241
+388
+7% +$73.9K 0.03% 323
2016
Q1 		$1.1M Sell
5,853
-183
-3% -$32.7K 0.03% 320
2015
Q4 		$1.13M Sell
6,036
-714
-11% -$134K 0.03% 319
2015
Q3 		$1.19M Sell
6,750
-391
-5% -$72.7K 0.04% 348
2015
Q2 		$1.35M Buy
7,141
+6
+0.1% +$1.16K 0.06% 255
2015
Q1 		$1.35M Hold
7,135
– – 0.05% 252
2014
Q4 		$1.34M Sell
7,135
-9,440
-57% -$1.74M 0.06% 236
2014
Q3 		$2.99M Buy
16,575
+3,240
+24% +$587K 0.13% 177
2014
Q2 		$2.39M Buy
13,335
+11,387
+585% +$1.98M 0.1% 197
2014
Q1 		$334K Hold
1,948
– – 0.01% 436
2013
Q4 		$330K Hold
1,948
– – 0.02% 435
2013
Q3 		$300K Hold
1,948
– – 0.02% 418
2013
Q2 		$286K Buy
+1,948
New +$287K 0.01% 413

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Advisors's VOO Position: Q3 2019 in Review

Boston Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q3 2019, buying an estimated $1.17M and bringing the position to 25,832 shares worth $7.04M. The position accounts for 0.37% of the portfolio, ranked #68.

Boston Advisors first reported a position in VOO in Q2 2013 and has held it in 26 quarters since. 1,126 funds tracked by Wall St. Rank hold VOO as of Q3 2019.

  • Boston Advisors held 25,832 shares of Vanguard S&P 500 ETF worth $7.04M as of Q3 2019.
  • Boston Advisors bought 4,296 Vanguard S&P 500 ETF shares in Q3 2019, an estimated $1.17M.
  • Vanguard S&P 500 ETF made up 0.37% of Boston Advisors's portfolio in Q3 2019, its #68 holding.
  • Boston Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 26 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.