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

Mercer 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
2024
Q1 		$10M Sell
20,814
-19,524
-48% -$8.94M 15.99% 3
2023
Q4 		$17.7M Buy
40,338
+18,489
+85% +$7.57M 23.34% 2
2023
Q3 		$8.58M Sell
21,849
-1,982
-8% -$810K 13.73% 4
2023
Q2 		$9.71M Sell
23,831
-266
-1% -$103K 14.06% 4
2023
Q1 		$9.06M Buy
24,097
+775
+3% +$284K 14.1% 4
2022
Q4 		$8.19M Buy
23,322
+879
+4% +$311K 14.03% 3
2022
Q3 		$7.37M Sell
22,443
-4,029
-15% -$1.47M 14.2% 3
2022
Q2 		$9.18M Buy
26,472
+725
+3% +$273K 18.34% 3
2022
Q1 		$10.7M Sell
25,747
-878
-3% -$359K 16.94% 3
2021
Q4 		$11.6M Buy
26,625
+180
+0.7% +$76K 18% 3
2021
Q3 		$10.4M Buy
26,445
+88
+0.3% +$35.7K 22.54% 3
2021
Q2 		$10.4M Buy
26,357
+8,568
+48% +$3.29M 23.42% 3
2021
Q1 		$6.48M Sell
17,789
-220
-1% -$78K 30.26% 2
2020
Q4 		$6.19M Buy
18,009
+147
+0.8% +$47.9K 83.15% 1
2020
Q3 		$5.5M Buy
17,862
+41
+0.2% +$12.5K 82.91% 1
2020
Q2 		$5.05M Hold
17,821
– – 83.12% 1
2020
Q1 		$4.22M Buy
17,821
+1,686
+10% +$472K 82.41% 1
2019
Q4 		$4.77M Buy
16,135
+1,151
+8% +$326K 82.92% 1
2019
Q3 		$4.08M Buy
14,984
+111
+0.7% +$30.1K 84.33% 1
2019
Q2 		$4M Buy
14,873
+2,432
+20% +$643K 84.62% 1
2019
Q1 		$3.23M Buy
12,441
+615
+5% +$154K 61.04% 1
2018
Q4 		$2.72M Buy
11,826
+746
+7% +$185K 60.49% 1
2018
Q3 		$2.96M Sell
11,080
-2,266
-17% -$593K 55.72% 1
2018
Q2 		$3.33M Buy
13,346
+58
+0.4% +$14.4K 43.75% 1
2018
Q1 		$3.22M Sell
13,288
-7,114
-35% -$1.78M 12.63% 3
2017
Q4 		$5M Hold
20,402
– – 13.49% 4
2017
Q3 		$4.71M Buy
20,402
+69
+0.3% +$15.6K 8.8% 4
2017
Q2 		$4.52M Buy
20,333
+1
+0% +$220 10.13% 4
2017
Q1 		$4.4M Buy
20,332
+121
+0.6% +$25.8K 8.53% 5
2016
Q4 		$4.15M Sell
20,211
-32,514
-62% -$6.52M 7.58% 4
2016
Q3 		$10.5M Buy
52,725
+33,601
+176% +$6.66M 6.13% 5
2016
Q2 		$3.68M Buy
19,124
+61
+0.3% +$11.6K 4.28% 4
2016
Q1 		$3.59M Buy
19,063
+1,521
+9% +$272K 3.54% 5
2015
Q4 		$3.28M Buy
17,542
+59
+0.3% +$11.1K 2.62% 5
2015
Q3 		$3.07M Buy
17,483
+1,080
+7% +$201K 2.52% 6
2015
Q2 		$3.1M Sell
16,403
-2,061
-11% -$397K 2.04% 6
2015
Q1 		$3.49M Buy
18,464
+8,232
+80% +$1.56M 3.27% 5
2014
Q4 		$1.89M Buy
+10,232
New +$1.89M 18.67% 3
2013
Q4 		$1.51M Buy
8,959
+4,496
+101% +$729K 7.28% 4
2013
Q3 		$1.37M Sell
4,463
-5,208
-54% -$800K 3.12% 5
2013
Q2 		$1.42M Buy
+9,671
New +$1.43M 2.82% 7

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Investments's VOO Position: Q1 2024 in Review

Mercer Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 48% in Q1 2024, selling an estimated $8.94M and leaving 20,814 shares worth $10M. The position accounts for 15.99% of the portfolio, ranked #3.

Mercer Investments first reported a position in VOO in Q2 2013 and has held it in 41 quarters since. The position peaked at $17.7M in Q4 2023. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Mercer Investments held 20,814 shares of Vanguard S&P 500 ETF worth $10M as of Q1 2024.
  • Mercer Investments sold 19,524 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $8.94M.
  • Vanguard S&P 500 ETF made up 15.99% of Mercer Investments's portfolio in Q1 2024, its #3 holding.
  • Mercer Investments first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 41 quarters since.
  • Mercer Investments's Vanguard S&P 500 ETF position peaked at $17.7M in Q4 2023.
  • 2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Mercer Investments's 13F filing for Q1 2024, filed 14 May 2024.