EWF
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Epstein & White Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Epstein & White Financial’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
2019
Q3 		– Sell
-924
Closed -$258K – 84
2019
Q2 		$258K Sell
924
-244
-21% -$64.6K 0.14% 64
2019
Q1 		$300K Buy
1,168
+157
+16% +$39.2K 0.17% 57
2018
Q4 		$233K Buy
+1,011
New +$250K 0.15% 66

Other funds holding VOO

Bank of America
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epstein & White Financial's VOO Position: Q3 2019 in Review

Epstein & White Financial sold out of Vanguard S&P 500 ETF (VOO) in Q3 2019, closing a stake of 924 shares — an estimated $258K sold.

Epstein & White Financial first reported a position in VOO in Q4 2018 and held it in 3 quarters. The position peaked at $300K in Q1 2019. 1,125 funds tracked by Wall St. Rank hold VOO as of Q3 2019.

  • Epstein & White Financial reported no remaining Vanguard S&P 500 ETF position as of Q3 2019 after selling out during the quarter.
  • Epstein & White Financial sold 924 Vanguard S&P 500 ETF shares in Q3 2019, an estimated $258K.
  • Epstein & White Financial first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 3 quarters.
  • Epstein & White Financial's Vanguard S&P 500 ETF position peaked at $300K in Q1 2019.
  • 1,125 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2019.

Based on Epstein & White Financial's 13F filing for Q3 2019, filed 15 Oct 2019.