Rinet Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Rinet 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
2021 Q3	$1.1M	Buy	2,796 +1	+0%	+$406	0.21%	38
2021 Q2	$1.1M	Hold	2,795	–	–	0.21%	37
2021 Q1	$1.02M	Sell	2,795 -408	-13%	-$145K	0.21%	36
2020 Q4	$1.1M	Buy	3,203 +79	+3%	+$25.8K	0.31%	18
2020 Q3	$961K	Buy	3,124 +3	+0.1%	+$914	0.31%	18
2020 Q2	$885K	Hold	3,121	–	–	0.31%	18
2020 Q1	$739K	Buy	3,121 +412	+15%	+$115K	0.28%	18
2019 Q4	$801K	Buy	2,709 +5	+0.2%	+$1.41K	0.22%	18
2019 Q3	$737K	Buy	+2,704	New	+$734K	0.23%	18
2017 Q4	–	Sell	-885	Closed	-$204K	–	21
2017 Q3	$204K	Buy	+885	New	+$200K	0.08%	21

Other funds holding VOO

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Rinet Company's VOO Position: Q3 2021 in Review

Rinet Company increased its Vanguard S&P 500 ETF (VOO) stake by 0.04% in Q3 2021, buying an estimated $406 and bringing the position to 2,796 shares worth $1.1M. The position accounts for 0.21% of the portfolio, ranked #38.

Rinet Company first reported a position in VOO in Q3 2017 and has held it in 10 quarters since. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2021.

Rinet Company held 2,796 shares of Vanguard S&P 500 ETF worth $1.1M as of Q3 2021.
Rinet Company bought 1 Vanguard S&P 500 ETF share in Q3 2021, an estimated $406.
Vanguard S&P 500 ETF made up 0.21% of Rinet Company's portfolio in Q3 2021, its #38 holding.
Rinet Company first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 10 quarters since.
1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.