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

Efficient Market 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
2017
Q1 		$64.4M Sell
297,497
-3,745
-1% -$799K 8.86% 4
2016
Q4 		$61.8M Sell
301,242
-3,473
-1% -$697K 9.22% 3
2016
Q3 		$60.5M Buy
304,715
+4,791
+2% +$950K 9.31% 3
2016
Q2 		$57.6M Sell
299,924
-22,265
-7% -$4.24M 9.45% 2
2016
Q1 		$60.8M Buy
322,189
+71,167
+28% +$12.7M 10.5% 2
2015
Q4 		$46.9M Sell
251,022
-56,970
-18% -$10.7M 10.07% 1
2015
Q3 		$54.1M Sell
307,992
-18,423
-6% -$3.43M 12.86% 1
2015
Q2 		$61.6M Buy
326,415
+6,494
+2% +$1.25M 14.29% 1
2015
Q1 		$60.5M Sell
319,921
-2,103
-0.7% -$398K 13.93% 2
2014
Q4 		$60.7M Buy
322,024
+53,249
+20% +$9.82M 14.86% 1
2014
Q3 		$48.5M Buy
268,775
+64,466
+32% +$11.7M 12.84% 2
2014
Q2 		$36.7M Sell
204,309
-7,460
-4% -$1.3M 9.3% 3
2014
Q1 		$36.3M Buy
211,769
+27,969
+15% +$4.7M 9.66% 3
2013
Q4 		$31.1M Buy
183,800
+33,362
+22% +$5.41M 9.19% 3
2013
Q3 		$23.2M Buy
150,438
+37,658
+33% +$5.78M 7.5% 5
2013
Q2 		$16.5M Buy
+112,780
New +$16.6M 6.01% 5

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Efficient Market Advisors's VOO Position: Q1 2017 in Review

Efficient Market Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q1 2017, selling an estimated $799K and leaving 297,497 shares worth $64.4M. The position accounts for 8.86% of the portfolio, ranked #4.

Efficient Market Advisors first reported a position in VOO in Q2 2013 and has held it in 16 quarters since. 680 funds tracked by Wall St. Rank hold VOO as of Q1 2017.

  • Efficient Market Advisors held 297,497 shares of Vanguard S&P 500 ETF worth $64.4M as of Q1 2017.
  • Efficient Market Advisors sold 3,745 Vanguard S&P 500 ETF shares in Q1 2017, an estimated $799K.
  • Vanguard S&P 500 ETF made up 8.86% of Efficient Market Advisors's portfolio in Q1 2017, its #4 holding.
  • Efficient Market Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 16 quarters since.
  • 680 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.