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Pacific Edge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Pacific Edge Advisors’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 		$954K Hold
2,419
– – 0.46% 23
2021
Q2 		$952K Hold
2,419
– – 0.49% 22
2021
Q1 		$881K Hold
2,419
– – 0.42% 23
2020
Q4 		$831K Buy
+2,419
New +$789K 0.43% 23

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

Pacific Edge Advisors's VOO Position: Q3 2021 in Review

Pacific Edge Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2021 at 2,419 shares worth $954K. The position accounts for 0.46% of the portfolio, ranked #23.

Pacific Edge Advisors first reported a position in VOO in Q4 2020 and has held it in 4 quarters since. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

  • Pacific Edge Advisors held 2,419 shares of Vanguard S&P 500 ETF worth $954K as of Q3 2021.
  • Pacific Edge Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2021.
  • Vanguard S&P 500 ETF made up 0.46% of Pacific Edge Advisors's portfolio in Q3 2021, its #23 holding.
  • Pacific Edge Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 4 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Pacific Edge Advisors's 13F filing for Q3 2021, filed 13 Oct 2021.