PC
VOO icon

Permanens Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Permanens Capital’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
2019
Q1 		– Sell
-152,498
Closed -$34.8M – 95
2018
Q4 		$34.8M Buy
+152,498
New +$37.8M 13.08% 2

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
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

Permanens Capital's VOO Position: Q1 2019 in Review

Permanens Capital sold out of Vanguard S&P 500 ETF (VOO) in Q1 2019, closing a stake of 152,498 shares — an estimated $34.8M sold.

Permanens Capital first reported a position in VOO in Q4 2018 and held it in 1 quarter. The position peaked at $34.8M in Q4 2018. 1,081 funds tracked by Wall St. Rank hold VOO as of Q1 2019.

  • Permanens Capital reported no remaining Vanguard S&P 500 ETF position as of Q1 2019 after selling out during the quarter.
  • Permanens Capital sold 152,498 Vanguard S&P 500 ETF shares in Q1 2019, an estimated $34.8M.
  • Permanens Capital first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 1 quarter.
  • Permanens Capital's Vanguard S&P 500 ETF position peaked at $34.8M in Q4 2018.
  • 1,081 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2019.

Based on Permanens Capital's 13F filing for Q1 2019, filed 13 May 2019.