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BW Gestao de Investimentos’s Vanguard S&P 500 ETF VOO Stock Holding History

BW Gestao de Investimentos’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
2023
Q3 		– Sell
-1,500
Closed -$30K – 104
2023
Q2 		$30K Buy
+1,500
New +$579K ﹤0.01% 77

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BW Gestao de Investimentos's VOO Position: Q2 2017 in Review

BW Gestao de Investimentos sold out of Vanguard S&P 500 ETF (VOO) in Q2 2017, closing a stake of 76,877 shares — an estimated $16.6M sold.

BW Gestao de Investimentos first reported a position in VOO in Q4 2014 and held it in 10 quarters. The position peaked at $34.1M in Q2 2016. 693 funds tracked by Wall St. Rank hold VOO as of Q2 2017.

  • BW Gestao de Investimentos reported no remaining Vanguard S&P 500 ETF position as of Q2 2017 after selling out during the quarter.
  • BW Gestao de Investimentos sold 76,877 Vanguard S&P 500 ETF shares in Q2 2017, an estimated $16.6M.
  • BW Gestao de Investimentos first reported a position in Vanguard S&P 500 ETF in Q4 2014 and held it in 10 quarters.
  • BW Gestao de Investimentos's Vanguard S&P 500 ETF position peaked at $34.1M in Q2 2016.
  • 693 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2017.

Based on BW Gestao de Investimentos's 13F filing for Q2 2017, filed 15 Aug 2017.