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

Evanston 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
Q4 		$956K Buy
4,160
+306
+8% +$75.8K 0.26% 38
2018
Q3 		$1.03M Buy
+3,854
New +$1.01M 0.22% 49

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evanston Advisors's VOO Position: Q4 2018 in Review

Evanston Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q4 2018, buying an estimated $75.8K and bringing the position to 4,160 shares worth $956K. The position accounts for 0.26% of the portfolio, ranked #38.

Evanston Advisors first reported a position in VOO in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.03M in Q3 2018. 1,071 funds tracked by Wall St. Rank hold VOO as of Q4 2018.

  • Evanston Advisors held 4,160 shares of Vanguard S&P 500 ETF worth $956K as of Q4 2018.
  • Evanston Advisors bought 306 Vanguard S&P 500 ETF shares in Q4 2018, an estimated $75.8K.
  • Vanguard S&P 500 ETF made up 0.26% of Evanston Advisors's portfolio in Q4 2018, its #38 holding.
  • Evanston Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 2 quarters since.
  • Evanston Advisors's Vanguard S&P 500 ETF position peaked at $1.03M in Q3 2018.
  • 1,071 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2018.

Based on Evanston Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.