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

Edge 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 Q2	$5.88M	Buy	23,575 +1,874	+9%	+$465K	0.53%	54
2018 Q1	$5.25M	Buy	21,701 +961	+5%	+$241K	0.49%	55
2017 Q4	$5.09M	Buy	20,740 +4,206	+25%	+$1.01M	0.5%	57
2017 Q3	$3.81M	Buy	16,534 +399	+2%	+$90.4K	0.41%	65
2017 Q2	$3.58M	Sell	16,135 -5,875	-27%	-$1.29M	0.41%	65
2017 Q1	$4.76M	Sell	22,010 -12	-0.1%	-$2.56K	0.58%	45
2016 Q4	$4.52M	Buy	+22,022	New	+$4.42M	0.58%	46

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Edge Advisors's VOO Position: Q2 2018 in Review

Edge Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.6% in Q2 2018, buying an estimated $465K and bringing the position to 23,575 shares worth $5.88M. The position accounts for 0.53% of the portfolio, ranked #54.

Edge Advisors first reported a position in VOO in Q4 2016 and has held it in 7 quarters since. 904 funds tracked by Wall St. Rank hold VOO as of Q2 2018.

Edge Advisors held 23,575 shares of Vanguard S&P 500 ETF worth $5.88M as of Q2 2018.
Edge Advisors bought 1,874 Vanguard S&P 500 ETF shares in Q2 2018, an estimated $465K.
Vanguard S&P 500 ETF made up 0.53% of Edge Advisors's portfolio in Q2 2018, its #54 holding.
Edge Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 7 quarters since.
904 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.