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

Glovista Investments’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 Q4	–	Sell	-1,016	Closed	-$401K	–	79
2021 Q3	$401K	Buy	+1,016	New	+$412K	0.12%	52
2020 Q2	–	Sell	-1,304	Closed	-$309K	–	100
2020 Q1	$309K	Buy	+1,304	New	+$365K	0.16%	73
2014 Q3	–	Sell	-3,950	Closed	-$709K	–	93
2014 Q2	$709K	Buy	+3,950	New	+$688K	0.1%	52
2013 Q4	–	Sell	-1,550	Closed	-$239K	–	91
2013 Q3	$239K	Buy	+1,550	New	+$238K	0.04%	62

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

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

PPA

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

Glovista Investments's VOO Position: Q4 2021 in Review

Glovista Investments sold out of Vanguard S&P 500 ETF (VOO) in Q4 2021, closing a stake of 1,016 shares — an estimated $401K sold.

Glovista Investments first reported a position in VOO in Q3 2013 and held it in 4 quarters. The position peaked at $709K in Q2 2014. 2,107 funds tracked by Wall St. Rank hold VOO as of Q4 2021.

Glovista Investments reported no remaining Vanguard S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
Glovista Investments sold 1,016 Vanguard S&P 500 ETF shares in Q4 2021, an estimated $401K.
Glovista Investments first reported a position in Vanguard S&P 500 ETF in Q3 2013 and held it in 4 quarters.
Glovista Investments's Vanguard S&P 500 ETF position peaked at $709K in Q2 2014.
2,107 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2021.

Based on Glovista Investments's 13F filing for Q4 2021, filed 10 Feb 2022.