River Global Investors’s Vanguard S&P 500 ETF VOO Stock Holding History

River Global Investors’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 Q1	–	Sell	-145,170	Closed	-$42.9M	–	138
2019 Q4	$42.9M	Hold	145,170	–	–	2.38%	6
2019 Q3	$39.6M	Buy	145,170 +130,150	+867%	+$35.3M	2.78%	4
2019 Q2	$4.04M	Buy	+15,020	New	+$3.97M	0.28%	105
2019 Q1	–	Sell	-25,666	Closed	-$5.9M	–	151
2018 Q4	$5.9M	Sell	25,666 -7,300	-22%	-$1.81M	0.51%	64
2018 Q3	$8.8M	Hold	32,966	–	–	0.8%	27
2018 Q2	$8.21M	Sell	32,966 -8,070	-20%	-$2M	0.85%	33
2018 Q1	$9.93M	Sell	41,036 -23,140	-36%	-$5.81M	1.16%	17
2017 Q4	$15.7M	Buy	64,176 +7,640	+14%	+$1.83M	1.76%	9
2017 Q3	$13M	Hold	56,536	–	–	1.94%	7
2017 Q2	$12.6M	Buy	56,536 +6,240	+12%	+$1.37M	2.33%	7
2017 Q1	$10.9M	Buy	50,296 +39,420	+362%	+$8.41M	2.43%	5
2016 Q4	$2.23M	Sell	10,876 -36,710	-77%	-$7.37M	0.63%	66
2016 Q3	$9.45M	Buy	47,586 +22,460	+89%	+$4.45M	3%	2
2016 Q2	$4.83M	Sell	25,126 -23,850	-49%	-$4.54M	2.08%	9
2016 Q1	$9.23M	Sell	48,976 -4,730	-9%	-$846K	5.94%	2
2015 Q4	$10M	Buy	+53,706	New	+$10.1M	6.83%	2
2015 Q2	$2.95M	Buy	15,606 +980	+7%	+$189K	3.75%	3
2015 Q1	$2.77M	Buy	14,626 +11,337	+345%	+$2.15M	1.05%	22
2014 Q4	$619K	Buy	+3,289	New	+$606K	0.15%	62

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

River Global Investors's VOO Position: Q1 2020 in Review

River Global Investors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2020, closing a stake of 145,170 shares — an estimated $42.9M sold.

River Global Investors first reported a position in VOO in Q4 2014 and held it in 19 quarters. The position peaked at $42.9M in Q4 2019. 1,337 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

River Global Investors reported no remaining Vanguard S&P 500 ETF position as of Q1 2020 after selling out during the quarter.
River Global Investors sold 145,170 Vanguard S&P 500 ETF shares in Q1 2020, an estimated $42.9M.
River Global Investors first reported a position in Vanguard S&P 500 ETF in Q4 2014 and held it in 19 quarters.
River Global Investors's Vanguard S&P 500 ETF position peaked at $42.9M in Q4 2019.
1,337 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on River Global Investors's 13F filing for Q1 2020, filed 14 May 2020.