Madison Investment Holdings’s Vanguard S&P 500 ETF VOO Stock Holding History

Madison Investment Holdings’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 Q4	–	Sell	-4,353	Closed	-$1.16M	–	262
2018 Q3	$1.16M	Hold	4,353	–	–	0.02%	207
2018 Q2	$1.09M	Hold	4,353	–	–	0.02%	200
2018 Q1	$1.05M	Hold	4,353	–	–	0.02%	196
2017 Q4	$1.07M	Hold	4,353	–	–	0.02%	206
2017 Q3	$1M	Hold	4,353	–	–	0.02%	209
2017 Q2	$967K	Hold	4,353	–	–	0.02%	207
2017 Q1	$942K	Buy	4,353 +432	+11%	+$92.2K	0.02%	207
2016 Q4	$805K	Hold	3,921	–	–	0.02%	210
2016 Q3	$779K	Hold	3,921	–	–	0.02%	202
2016 Q2	$754K	Hold	3,921	–	–	0.02%	203
2016 Q1	$739K	Hold	3,921	–	–	0.02%	191
2015 Q4	$733K	Hold	3,921	–	–	0.02%	190
2015 Q3	$689K	Hold	3,921	–	–	0.02%	194
2015 Q2	$740K	Hold	3,921	–	–	0.02%	192
2015 Q1	$742K	Hold	3,921	–	–	0.01%	186
2014 Q4	$739K	Buy	+3,921	New	+$723K	0.02%	171

Other funds holding VOO

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Madison Investment Holdings's VOO Position: Q4 2018 in Review

Madison Investment Holdings sold out of Vanguard S&P 500 ETF (VOO) in Q4 2018, closing a stake of 4,353 shares — an estimated $1.16M sold.

Madison Investment Holdings first reported a position in VOO in Q4 2014 and held it in 16 quarters. The position peaked at $1.16M in Q3 2018. 1,071 funds tracked by Wall St. Rank hold VOO as of Q4 2018.

Madison Investment Holdings reported no remaining Vanguard S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 4,353 Vanguard S&P 500 ETF shares in Q4 2018, an estimated $1.16M.
Madison Investment Holdings first reported a position in Vanguard S&P 500 ETF in Q4 2014 and held it in 16 quarters.
Madison Investment Holdings's Vanguard S&P 500 ETF position peaked at $1.16M in Q3 2018.
1,071 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.