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Investment Centers of America’s Vanguard S&P 500 ETF VOO Stock Holding History

Investment Centers of America’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
2018
Q1 		– Sell
-1,036
Closed -$254K – 2
2017
Q4 		$254K Sell
1,036
-32,439
-97% -$7.75M 35.67% 1
2017
Q3 		$7.73M Buy
33,475
+9,038
+37% +$2.05M 0.57% 42
2017
Q2 		$5.43M Buy
24,437
+2,908
+14% +$640K 0.41% 62
2017
Q1 		$4.66M Buy
21,529
+1,575
+8% +$336K 0.36% 72
2016
Q4 		$4.1M Buy
19,954
+10,043
+101% +$2.02M 0.35% 75
2016
Q3 		$1.97M Buy
9,911
+2,025
+26% +$402K 0.2% 109
2016
Q2 		$1.51M Sell
7,886
-2,130
-21% -$405K 0.17% 133
2016
Q1 		$1.89M Buy
10,016
+4,000
+66% +$716K 0.21% 116
2015
Q4 		$1.12M Buy
6,016
+798
+15% +$150K 0.15% 152
2015
Q3 		$917K Buy
5,218
+1,190
+30% +$221K 0.14% 160
2015
Q2 		$761K Sell
4,028
-468
-10% -$90.2K 0.12% 185
2015
Q1 		$850K Buy
4,496
+990
+28% +$187K 0.13% 171
2014
Q4 		$660K Buy
3,506
+14
+0.4% +$2.58K 0.14% 164
2014
Q3 		$631K Buy
3,492
+1,279
+58% +$232K 0.11% 189
2014
Q2 		$398K Buy
+2,213
New +$386K 0.09% 213
2013
Q4 		– Sell
-3,512
Closed -$543K – 356
2013
Q3 		$543K Buy
3,512
+1,409
+67% +$216K 0.11% 190
2013
Q2 		$309K Buy
+2,103
New +$310K 0.08% 209

Other funds holding VOO

Bank of America
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Investment Centers of America's VOO Position: Q1 2018 in Review

Investment Centers of America sold out of Vanguard S&P 500 ETF (VOO) in Q1 2018, closing a stake of 1,036 shares — an estimated $254K sold.

Investment Centers of America first reported a position in VOO in Q2 2013 and held it in 17 quarters. The position peaked at $7.73M in Q3 2017. 874 funds tracked by Wall St. Rank hold VOO as of Q1 2018.

  • Investment Centers of America reported no remaining Vanguard S&P 500 ETF position as of Q1 2018 after selling out during the quarter.
  • Investment Centers of America sold 1,036 Vanguard S&P 500 ETF shares in Q1 2018, an estimated $254K.
  • Investment Centers of America first reported a position in Vanguard S&P 500 ETF in Q2 2013 and held it in 17 quarters.
  • Investment Centers of America's Vanguard S&P 500 ETF position peaked at $7.73M in Q3 2017.
  • 874 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2018.

Based on Investment Centers of America's 13F filing for Q1 2018.