RICHC
VOO icon

Renaissance Investment Consultants Holding Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Renaissance Investment Consultants Holding Company’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
Q3 		$3.14M Sell
9,752
-367
-4% -$112K 2.93% 12
2020
Q2 		$2.99M Sell
10,119
-1,793
-15% -$483K 3.26% 11
2020
Q1 		$2.82M Buy
11,912
+770
+7% +$216K 3.93% 5
2019
Q4 		$3.29M Buy
+11,142
New +$3.15M 3.72% 7

Other funds holding VOO

Bank of America
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Renaissance Investment Consultants Holding Company's VOO Position: Q3 2020 in Review

Renaissance Investment Consultants Holding Company reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q3 2020, selling an estimated $112K and leaving 9,752 shares worth $3.14M. The position accounts for 2.93% of the portfolio, ranked #12.

Renaissance Investment Consultants Holding Company first reported a position in VOO in Q4 2019 and has held it in 4 quarters since. The position peaked at $3.29M in Q4 2019. 1,465 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Renaissance Investment Consultants Holding Company held 9,752 shares of Vanguard S&P 500 ETF worth $3.14M as of Q3 2020.
  • Renaissance Investment Consultants Holding Company sold 367 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $112K.
  • Vanguard S&P 500 ETF made up 2.93% of Renaissance Investment Consultants Holding Company's portfolio in Q3 2020, its #12 holding.
  • Renaissance Investment Consultants Holding Company first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 4 quarters since.
  • Renaissance Investment Consultants Holding Company's Vanguard S&P 500 ETF position peaked at $3.29M in Q4 2019.
  • 1,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Renaissance Investment Consultants Holding Company's 13F filing for Q3 2020, filed 6 Nov 2020.