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

Longer 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
2016
Q2 		– Sell
-20,960
Closed -$3.95M – 47
2016
Q1 		$3.95M Buy
+20,960
New +$3.75M 3.27% 6

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DCM
Dupont Capital Management Wilmington, Delaware $2.18M AUM 50.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Longer Investments's VOO Position: Q2 2016 in Review

Longer Investments sold out of Vanguard S&P 500 ETF (VOO) in Q2 2016, closing a stake of 20,960 shares — an estimated $3.95M sold.

Longer Investments first reported a position in VOO in Q1 2016 and held it in 1 quarter. The position peaked at $3.95M in Q1 2016. 531 funds tracked by Wall St. Rank hold VOO as of Q2 2016.

  • Longer Investments reported no remaining Vanguard S&P 500 ETF position as of Q2 2016 after selling out during the quarter.
  • Longer Investments sold 20,960 Vanguard S&P 500 ETF shares in Q2 2016, an estimated $3.95M.
  • Longer Investments first reported a position in Vanguard S&P 500 ETF in Q1 2016 and held it in 1 quarter.
  • Longer Investments's Vanguard S&P 500 ETF position peaked at $3.95M in Q1 2016.
  • 531 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2016.

Based on Longer Investments's 13F filing for Q2 2016, filed 19 Jul 2016.