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Edmonds Duncan Registered Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Edmonds Duncan Registered Investment 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
2020
Q3 		– Sell
-9,081
Closed -$2.57M – 115
2020
Q2 		$2.57M Sell
9,081
-455
-5% -$122K 1.12% 24
2020
Q1 		$2.26M Buy
9,536
+413
+5% +$116K 1.15% 22
2019
Q4 		$2.7M Buy
+9,123
New +$2.58M 1.09% 27

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's VOO Position: Q3 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2020, closing a stake of 9,081 shares — an estimated $2.57M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in VOO in Q4 2019 and held it in 3 quarters. The position peaked at $2.7M in Q4 2019. 1,465 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 9,081 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $2.57M.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 3 quarters.
  • Edmonds Duncan Registered Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.7M in Q4 2019.
  • 1,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.