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

Hoxton 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
2016 Q1	$70K	Buy	+371	New	+$66.4K	0.04%	133
2015 Q1	–	Sell	-59	Closed	-$11K	–	354
2014 Q4	$11K	Buy	+59	New	+$10.9K	﹤0.01%	225

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

SCM

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hoxton Financial's VOO Position: Q1 2016 in Review

Hoxton Financial opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2016: 371 shares worth $70K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Hoxton Financial previously reported a position in VOO as recently as Q4 2014.

Hoxton Financial first reported a position in VOO in Q4 2014 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold VOO as of Q1 2016.

Hoxton Financial held 371 shares of Vanguard S&P 500 ETF worth $70K as of Q1 2016.
Vanguard S&P 500 ETF was a new Hoxton Financial position in Q1 2016.
Vanguard S&P 500 ETF made up 0.04% of Hoxton Financial's portfolio in Q1 2016, its #133 holding.
Hoxton Financial first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 2 quarters since.
504 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.