Elo Mutual Pension Insurance’s Vanguard S&P 500 ETF VOO Stock Holding History

Elo Mutual Pension Insurance’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
2021 Q1	–	Sell	-146,600	Closed	-$50.4M	–	433
2020 Q4	$50.4M	Sell	146,600 -1,957,000	-93%	-$638M	1.67%	11
2020 Q3	$647M	Buy	2,103,600 +280,900	+15%	+$85.6M	22.74%	1
2020 Q2	$456M	Hold	1,822,700	–	–	19.83%	1
2020 Q1	$432M	Buy	1,822,700 +179,000	+11%	+$50.2M	19.69%	1
2019 Q4	$486M	Buy	1,643,700 +29,200	+2%	+$8.26M	17.78%	1
2019 Q3	$440M	Buy	1,614,500 +164,500	+11%	+$44.6M	17.46%	2
2019 Q2	$390M	Buy	1,450,000 +185,000	+15%	+$48.9M	15.79%	1
2019 Q1	$328M	Hold	1,265,000	–	–	14.95%	1
2018 Q4	$291M	Buy	1,265,000 +40,000	+3%	+$9.91M	13.24%	1
2018 Q3	$327M	Sell	1,225,000 -75,000	-6%	-$19.6M	13.79%	1
2018 Q2	$324M	Sell	1,300,000 -50,000	-4%	-$12.4M	14.66%	1
2018 Q1	$327M	Buy	+1,350,000	New	+$339M	11.98%	1

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Elo Mutual Pension Insurance's VOO Position: Q1 2021 in Review

Elo Mutual Pension Insurance sold out of Vanguard S&P 500 ETF (VOO) in Q1 2021, closing a stake of 146,600 shares — an estimated $50.4M sold.

Elo Mutual Pension Insurance first reported a position in VOO in Q1 2018 and held it in 12 quarters. The position peaked at $647M in Q3 2020. 1,698 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

Elo Mutual Pension Insurance reported no remaining Vanguard S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
Elo Mutual Pension Insurance sold 146,600 Vanguard S&P 500 ETF shares in Q1 2021, an estimated $50.4M.
Elo Mutual Pension Insurance first reported a position in Vanguard S&P 500 ETF in Q1 2018 and held it in 12 quarters.
Elo Mutual Pension Insurance's Vanguard S&P 500 ETF position peaked at $647M in Q3 2020.
1,698 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2021, filed 12 May 2021.