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

FutureAdvisor’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
2015
Q3 		$484K Sell
2,755
-456
-14% -$84.8K 0.08% 40
2015
Q2 		$611K Sell
3,211
-1,296
-29% -$250K 0.11% 39
2015
Q1 		$855K Buy
4,507
+2,513
+126% +$476K 0.2% 38
2014
Q4 		$376K Buy
+1,994
New +$368K 0.13% 39

Other funds holding VOO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $13B AUM 17.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

FutureAdvisor's VOO Position: Q3 2015 in Review

FutureAdvisor reduced its Vanguard S&P 500 ETF (VOO) stake by 14% in Q3 2015, selling an estimated $84.8K and leaving 2,755 shares worth $484K. The position accounts for 0.08% of the portfolio, ranked #40.

FutureAdvisor first reported a position in VOO in Q4 2014 and has held it in 4 quarters since. The position peaked at $855K in Q1 2015. 423 funds tracked by Wall St. Rank hold VOO as of Q3 2015.

  • FutureAdvisor held 2,755 shares of Vanguard S&P 500 ETF worth $484K as of Q3 2015.
  • FutureAdvisor sold 456 Vanguard S&P 500 ETF shares in Q3 2015, an estimated $84.8K.
  • Vanguard S&P 500 ETF made up 0.08% of FutureAdvisor's portfolio in Q3 2015, its #40 holding.
  • FutureAdvisor first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 4 quarters since.
  • FutureAdvisor's Vanguard S&P 500 ETF position peaked at $855K in Q1 2015.
  • 423 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.