NewFocus Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

NewFocus Financial Group’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
2020 Q4	$4.59M	Buy	13,349 +4,369	+49%	+$1.42M	1.35%	20
2020 Q3	$2.76M	Buy	8,980 +2,458	+38%	+$749K	0.92%	30
2020 Q2	$1.85M	Buy	+6,522	New	+$1.76M	0.66%	42
2020 Q1	–	Sell	-1,478	Closed	-$437K	–	111
2019 Q4	$437K	Hold	1,478	–	–	0.17%	69
2019 Q3	$403K	Hold	1,478	–	–	0.18%	68
2019 Q2	$398K	Buy	+1,478	New	+$391K	0.18%	65

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NewFocus Financial Group's VOO Position: Q4 2020 in Review

NewFocus Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 49% in Q4 2020, buying an estimated $1.42M and bringing the position to 13,349 shares worth $4.59M. The position accounts for 1.35% of the portfolio, ranked #20.

NewFocus Financial Group first reported a position in VOO in Q2 2019 and has held it in 6 quarters since. 1,657 funds tracked by Wall St. Rank hold VOO as of Q4 2020.

NewFocus Financial Group held 13,349 shares of Vanguard S&P 500 ETF worth $4.59M as of Q4 2020.
NewFocus Financial Group bought 4,369 Vanguard S&P 500 ETF shares in Q4 2020, an estimated $1.42M.
Vanguard S&P 500 ETF made up 1.35% of NewFocus Financial Group's portfolio in Q4 2020, its #20 holding.
NewFocus Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 6 quarters since.
1,657 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.