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

Paracle 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
Q1 		$47.8M Buy
131,307
+3,167
+2% +$1.12M 8.68% 2
2020
Q4 		$44M Sell
128,140
-928
-0.7% -$303K 8.41% 2
2020
Q3 		$39.7M Buy
129,068
+4,980
+4% +$1.52M 8.57% 3
2020
Q2 		$35.2M Sell
124,088
-4,189
-3% -$1.13M 8.2% 3
2020
Q1 		$30.4M Buy
128,277
+5,288
+4% +$1.48M 8.22% 3
2019
Q4 		$36.4M Sell
122,989
-3,059
-2% -$865K 8.47% 3
2019
Q3 		$34.4M Sell
126,048
-1,275
-1% -$346K 8.32% 3
2019
Q2 		$34.3M Buy
127,323
+3,230
+3% +$855K 8.46% 3
2019
Q1 		$32.2M Sell
124,093
-446
-0.4% -$111K 8.39% 3
2018
Q4 		$28.6M Sell
124,539
-4,300
-3% -$1.07M 8.33% 3
2018
Q3 		$34.4M Sell
128,839
-6,059
-4% -$1.59M 10.17% 2
2018
Q2 		$33.7M Buy
134,898
+1,489
+1% +$370K 10.46% 3
2018
Q1 		$32.3M Buy
133,409
+3,015
+2% +$756K 10.34% 3
2017
Q4 		$32M Buy
130,394
+265
+0.2% +$63.3K 10.53% 2
2017
Q3 		$30M Buy
130,129
+7,444
+6% +$1.69M 10.32% 2
2017
Q2 		$27.2M Buy
122,685
+3,053
+3% +$672K 10.33% 3
2017
Q1 		$25.9M Buy
119,632
+2,185
+2% +$466K 9.96% 3
2016
Q4 		$24.1M Buy
117,447
+916
+0.8% +$184K 9.68% 2
2016
Q3 		$23.2M Buy
116,531
+8,565
+8% +$1.7M 10.74% 2
2016
Q2 		$20.8M Buy
107,966
+4,659
+5% +$887K 10.91% 2
2016
Q1 		$19.5M Buy
103,307
+6,981
+7% +$1.25M 10.43% 3
2015
Q4 		$18M Buy
96,326
+7,296
+8% +$1.37M 10.2% 2
2015
Q3 		$15.6M Sell
89,030
-2,468
-3% -$459K 9.26% 4
2015
Q2 		$17.3M Buy
91,498
+596
+0.7% +$115K 11.18% 2
2015
Q1 		$17.2M Buy
90,902
+7,592
+9% +$1.44M 11.1% 2
2014
Q4 		$15.7M Buy
83,310
+2,274
+3% +$419K 10.33% 2
2014
Q3 		$14.6M Buy
+81,036
New +$14.7M 11.55% 2

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
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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Paracle Advisors's VOO Position: Q1 2021 in Review

Paracle Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q1 2021, buying an estimated $1.12M and bringing the position to 131,307 shares worth $47.8M. The position accounts for 8.68% of the portfolio, ranked #2.

Paracle Advisors first reported a position in VOO in Q3 2014 and has held it in 27 quarters since. 1,697 funds tracked by Wall St. Rank hold VOO as of Q1 2021.

  • Paracle Advisors held 131,307 shares of Vanguard S&P 500 ETF worth $47.8M as of Q1 2021.
  • Paracle Advisors bought 3,167 Vanguard S&P 500 ETF shares in Q1 2021, an estimated $1.12M.
  • Vanguard S&P 500 ETF made up 8.68% of Paracle Advisors's portfolio in Q1 2021, its #2 holding.
  • Paracle Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2014 and has held it in 27 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.