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

Clarfeld Financial 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
2018 Q4	$1.76M	Buy	+7,664	New	+$1.9M	1.46%	12

Other funds holding VOO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarfeld Financial Advisors's VOO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2018: 7,664 shares worth $1.76M. The stake represents 1.46% of the portfolio and ranks #12 among its holdings.

1,072 funds tracked by Wall St. Rank hold VOO as of Q4 2018.

Clarfeld Financial Advisors held 7,664 shares of Vanguard S&P 500 ETF worth $1.76M as of Q4 2018.
Vanguard S&P 500 ETF was a new Clarfeld Financial Advisors position in Q4 2018.
Vanguard S&P 500 ETF made up 1.46% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #12 holding.
1,072 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.