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

Independence 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
2020
Q3 		$6.76M Sell
21,988
-223
-1% -$67.9K 1.45% 13
2020
Q2 		$6.29M Buy
22,211
+21,410
+2,673% +$5.76M 1.44% 13
2020
Q1 		$190K Buy
801
+709
+771% +$199K 0.05% 85
2019
Q4 		$27K Buy
+92
New +$26K 0.01% 132

Other funds holding VOO

Bank of America
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independence Advisors's VOO Position: Q3 2020 in Review

Independence Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1% in Q3 2020, selling an estimated $67.9K and leaving 21,988 shares worth $6.76M. The position accounts for 1.45% of the portfolio, ranked #13.

Independence Advisors first reported a position in VOO in Q4 2019 and has held it in 4 quarters since. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Independence Advisors held 21,988 shares of Vanguard S&P 500 ETF worth $6.76M as of Q3 2020.
  • Independence Advisors sold 223 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $67.9K.
  • Vanguard S&P 500 ETF made up 1.45% of Independence Advisors's portfolio in Q3 2020, its #13 holding.
  • Independence Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.