Independent Portfolio Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	–	Sell	-65	Closed	-$14K	–	840
2017 Q1	$14K	Buy	+65	New	+$13.9K	﹤0.01%	711
2015 Q3	–	Sell	-110	Closed	-$21K	–	869
2015 Q2	$21K	Hold	110	–	–	﹤0.01%	708
2015 Q1	$21K	Hold	110	–	–	﹤0.01%	679
2014 Q4	$21K	Hold	110	–	–	﹤0.01%	668
2014 Q3	$20K	Hold	110	–	–	0.01%	698
2014 Q2	$20K	Buy	+110	New	+$19.2K	0.01%	773

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MFRM

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's VOO Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Vanguard S&P 500 ETF (VOO) in Q2 2017, closing a stake of 65 shares — an estimated $14K sold.

Independent Portfolio Consultants first reported a position in VOO in Q2 2014 and held it in 6 quarters. The position peaked at $21K in Q2 2015. 693 funds tracked by Wall St. Rank hold VOO as of Q2 2017.

Independent Portfolio Consultants reported no remaining Vanguard S&P 500 ETF position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 65 Vanguard S&P 500 ETF shares in Q2 2017, an estimated $14K.
Independent Portfolio Consultants first reported a position in Vanguard S&P 500 ETF in Q2 2014 and held it in 6 quarters.
Independent Portfolio Consultants's Vanguard S&P 500 ETF position peaked at $21K in Q2 2015.
693 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.