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Mangham Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Mangham Associates’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
2023
Q3 		$14.3M Sell
36,337
-3,555
-9% -$1.45M 26.45% 2
2023
Q2 		$16.2M Sell
39,892
-1,855
-4% -$716K 27.65% 2
2023
Q1 		$15.7M Sell
41,747
-18,185
-30% -$6.67M 24.86% 2
2022
Q4 		$21.1M Sell
59,932
-4,550
-7% -$1.61M 30.6% 1
2022
Q3 		$21.2M Sell
64,482
-24,043
-27% -$8.78M 24.95% 2
2022
Q2 		$30.7M Sell
88,525
-30,950
-26% -$11.7M 32.64% 1
2022
Q1 		$49.6M Sell
119,475
-94,652
-44% -$38.7M 46.85% 1
2021
Q4 		$93.5M Buy
214,127
+5,641
+3% +$2.38M 61.87% 1
2021
Q3 		$82.2M Sell
208,486
-9,557
-4% -$3.88M 52.93% 1
2021
Q2 		$85.8M Sell
218,043
-3,816
-2% -$1.46M 54.24% 1
2021
Q1 		$80.8M Sell
221,859
-19,181
-8% -$6.8M 78.04% 1
2020
Q4 		$82.8M Buy
241,040
+1,990
+0.8% +$649K 79.36% 1
2020
Q3 		$73.5M Sell
239,050
-19,611
-8% -$5.97M 78.81% 1
2020
Q2 		$73.3M Sell
258,661
-22,021
-8% -$5.93M 78.17% 1
2020
Q1 		$66.5M Buy
280,682
+2,796
+1% +$783K 76.68% 1
2019
Q4 		$82.2M Sell
277,886
-91,839
-25% -$26M 70.28% 1
2019
Q3 		$101M Sell
369,725
-15,842
-4% -$4.3M 74.89% 1
2019
Q2 		$104M Buy
385,567
+3,659
+1% +$968K 75.12% 1
2019
Q1 		$99.1M Buy
381,908
+24,288
+7% +$6.07M 74.69% 1
2018
Q4 		$82.2M Buy
357,620
+34,983
+11% +$8.67M 73.83% 1
2018
Q3 		$86.2M Buy
322,637
+9,509
+3% +$2.49M 69.91% 1
2018
Q2 		$78.1M Buy
313,128
+2,949
+1% +$732K 68.74% 1
2018
Q1 		$75.1M Buy
310,179
+3,211
+1% +$806K 65.88% 1
2017
Q4 		$75.3M Buy
+306,968
New +$73.4M 65.25% 1

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mangham Associates's VOO Position: Q3 2023 in Review

Mangham Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 8.9% in Q3 2023, selling an estimated $1.45M and leaving 36,337 shares worth $14.3M. The position accounts for 26.45% of the portfolio, ranked #2.

Mangham Associates first reported a position in VOO in Q4 2017 and has held it in 24 quarters since. The position peaked at $104M in Q2 2019. 2,405 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

  • Mangham Associates held 36,337 shares of Vanguard S&P 500 ETF worth $14.3M as of Q3 2023.
  • Mangham Associates sold 3,555 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $1.45M.
  • Vanguard S&P 500 ETF made up 26.45% of Mangham Associates's portfolio in Q3 2023, its #2 holding.
  • Mangham Associates first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 24 quarters since.
  • Mangham Associates's Vanguard S&P 500 ETF position peaked at $104M in Q2 2019.
  • 2,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.