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National Planning Corporation’s Vanguard S&P 500 ETF VOO Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-1,983
Closed -$458K – 604
2017
Q3 		$458K Sell
1,983
-182
-8% -$41.2K 0.04% 388
2017
Q2 		$482K Sell
2,165
-2,815
-57% -$620K 0.04% 418
2017
Q1 		$1.08M Buy
4,980
+229
+5% +$48.9K 0.08% 230
2016
Q4 		$993K Buy
4,751
+78
+2% +$15.7K 0.08% 238
2016
Q3 		$914K Buy
4,673
+112
+2% +$22.2K 0.07% 244
2016
Q2 		$902K Sell
4,561
-1,349
-23% -$257K 0.07% 259
2016
Q1 		$1.11M Sell
5,910
-4,785
-45% -$856K 0.1% 212
2015
Q4 		$1.84M Buy
10,695
+8,867
+485% +$1.67M 0.15% 147
2015
Q3 		$353K Sell
1,828
-940
-34% -$175K 0.03% 423
2015
Q2 		$530K Buy
2,768
+176
+7% +$33.9K 0.05% 341
2015
Q1 		$496K Sell
2,592
-3,931
-60% -$744K 0.04% 360
2014
Q4 		$1.21M Buy
6,523
+486
+8% +$89.6K 0.09% 212
2014
Q3 		$1.09M Buy
6,037
+141
+2% +$25.6K 0.08% 236
2014
Q2 		$1.06M Buy
5,896
+129
+2% +$22.5K 0.08% 236
2014
Q1 		$998K Buy
5,767
+695
+14% +$117K 0.09% 230
2013
Q4 		$857K Buy
5,072
+497
+11% +$80.6K 0.08% 261
2013
Q3 		$710K Buy
4,575
+1,537
+51% +$236K 0.07% 277
2013
Q2 		$447K Buy
+3,038
New +$448K 0.06% 303

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

National Planning Corporation's VOO Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard S&P 500 ETF (VOO) in Q4 2017, closing a stake of 1,983 shares — an estimated $458K sold.

National Planning Corporation first reported a position in VOO in Q2 2013 and held it in 18 quarters. The position peaked at $1.84M in Q4 2015. 844 funds tracked by Wall St. Rank hold VOO as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard S&P 500 ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 1,983 Vanguard S&P 500 ETF shares in Q4 2017, an estimated $458K.
  • National Planning Corporation first reported a position in Vanguard S&P 500 ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Vanguard S&P 500 ETF position peaked at $1.84M in Q4 2015.
  • 844 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.