Private Vista’s Vanguard S&P 500 ETF VOO Stock Holding History

Private Vista’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 Q2	$570K	Buy	+2,011	New	+$541K	0.28%	55
2016 Q1	–	Sell	-27,193	Closed	-$4.63M	–	50
2015 Q4	$4.63M	Buy	+27,193	New	+$5.12M	2.1%	9

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Private Vista's VOO Position: Q2 2020 in Review

Private Vista opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2020: 2,011 shares worth $570K. The stake represents 0.28% of the portfolio and ranks #55 among its holdings. This is a return to the name: Private Vista previously reported a position in VOO as recently as Q4 2015.

Private Vista first reported a position in VOO in Q4 2015 and has held it in 2 quarters since. The position peaked at $4.63M in Q4 2015. 1,426 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

Private Vista held 2,011 shares of Vanguard S&P 500 ETF worth $570K as of Q2 2020.
Vanguard S&P 500 ETF was a new Private Vista position in Q2 2020.
Vanguard S&P 500 ETF made up 0.28% of Private Vista's portfolio in Q2 2020, its #55 holding.
Private Vista first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 2 quarters since.
Private Vista's Vanguard S&P 500 ETF position peaked at $4.63M in Q4 2015.
1,426 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.