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Pension Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Pension Partners’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
2018
Q4 		– Sell
-188,836
Closed -$50.4M – 21
2018
Q3 		$50.4M Buy
+188,836
New +$49.4M 40.78% 1

Other funds holding VOO

Bank of America
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
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 $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pension Partners's VOO Position: Q4 2018 in Review

Pension Partners sold out of Vanguard S&P 500 ETF (VOO) in Q4 2018, closing a stake of 188,836 shares — an estimated $50.4M sold.

Pension Partners first reported a position in VOO in Q3 2018 and held it in 1 quarter. The position peaked at $50.4M in Q3 2018. 1,072 funds tracked by Wall St. Rank hold VOO as of Q4 2018.

  • Pension Partners reported no remaining Vanguard S&P 500 ETF position as of Q4 2018 after selling out during the quarter.
  • Pension Partners sold 188,836 Vanguard S&P 500 ETF shares in Q4 2018, an estimated $50.4M.
  • Pension Partners first reported a position in Vanguard S&P 500 ETF in Q3 2018 and held it in 1 quarter.
  • Pension Partners's Vanguard S&P 500 ETF position peaked at $50.4M in Q3 2018.
  • 1,072 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2018.

Based on Pension Partners's 13F filing for Q4 2018, filed 6 Feb 2019.