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NorthCoast Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

NorthCoast Asset Management’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
2021
Q3 		$718K Buy
1,820
+1,040
+133% +$422K 0.03% 307
2021
Q2 		$307K Buy
+780
New +$299K 0.01% 384

Other funds holding VOO

Bank of America
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NorthCoast Asset Management's VOO Position: Q3 2021 in Review

NorthCoast Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 133% in Q3 2021, buying an estimated $422K and bringing the position to 1,820 shares worth $718K. The position accounts for 0.03% of the portfolio, ranked #307.

NorthCoast Asset Management first reported a position in VOO in Q2 2021 and has held it in 2 quarters since. 1,794 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

  • NorthCoast Asset Management held 1,820 shares of Vanguard S&P 500 ETF worth $718K as of Q3 2021.
  • NorthCoast Asset Management bought 1,040 Vanguard S&P 500 ETF shares in Q3 2021, an estimated $422K.
  • Vanguard S&P 500 ETF made up 0.03% of NorthCoast Asset Management's portfolio in Q3 2021, its #307 holding.
  • NorthCoast Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 2 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.