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Osborn Williams & Donohoe’s Vanguard S&P 500 ETF VOO Stock Holding History

Osborn Williams & Donohoe’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
Q1 		$952K Buy
4,021
+80
+2% +$22.4K 0.13% 141
2019
Q4 		$1.17M Buy
3,941
+66
+2% +$18.7K 0.12% 155
2019
Q3 		$1.06M Buy
3,875
+76
+2% +$20.6K 0.11% 163
2019
Q2 		$1.02M Buy
3,799
+603
+19% +$160K 0.11% 167
2019
Q1 		$846K Buy
3,196
+141
+5% +$35.2K 0.09% 190
2018
Q4 		$702K Sell
3,055
-178
-6% -$44.1K 0.12% 139
2018
Q3 		$863K Buy
3,233
+90
+3% +$23.6K 0.13% 135
2018
Q2 		$784K Buy
3,143
+29
+0.9% +$7.2K 0.13% 134
2018
Q1 		$754K Buy
3,114
+81
+3% +$20.3K 0.13% 130
2017
Q4 		$744K Buy
3,033
+98
+3% +$23.4K 0.13% 132
2017
Q3 		$677K Buy
2,935
+373
+15% +$84.5K 0.12% 134
2017
Q2 		$569K Buy
2,562
+792
+45% +$174K 0.1% 146
2017
Q1 		$383K Buy
1,770
+344
+24% +$73.4K 0.07% 170
2016
Q4 		$293K Buy
1,426
+72
+5% +$14.4K 0.06% 183
2016
Q3 		$269K Buy
1,354
+65
+5% +$12.9K 0.05% 193
2016
Q2 		$248K Buy
1,289
+62
+5% +$11.8K 0.05% 187
2016
Q1 		$231K Buy
1,227
+98
+9% +$17.5K 0.05% 197
2015
Q4 		$211K Sell
1,129
-12
-1% -$2.26K 0.04% 195
2015
Q3 		$202K Buy
1,141
+54
+5% +$10K 0.04% 196
2015
Q2 		$207K Sell
1,087
-225
-17% -$43.4K 0.04% 206
2015
Q1 		$248K Buy
1,312
+90
+7% +$17K 0.05% 202
2014
Q4 		$230K Buy
+1,222
New +$225K 0.05% 207

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Osborn Williams & Donohoe's VOO Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q1 2020, buying an estimated $22.4K and bringing the position to 4,021 shares worth $952K. The position accounts for 0.13% of the portfolio, ranked #141.

Osborn Williams & Donohoe first reported a position in VOO in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2019. 1,336 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

  • Osborn Williams & Donohoe held 4,021 shares of Vanguard S&P 500 ETF worth $952K as of Q1 2020.
  • Osborn Williams & Donohoe bought 80 Vanguard S&P 500 ETF shares in Q1 2020, an estimated $22.4K.
  • Vanguard S&P 500 ETF made up 0.13% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #141 holding.
  • Osborn Williams & Donohoe first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 22 quarters since.
  • Osborn Williams & Donohoe's Vanguard S&P 500 ETF position peaked at $1.17M in Q4 2019.
  • 1,336 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.