Stanford Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-206,956	Closed	-$42.5M	–	284
2016 Q4	$42.5M	Sell	206,956 -7,059	-3%	-$1.42M	20.7%	1
2016 Q3	$42.5M	Buy	214,015 +2,208	+1%	+$438K	20.03%	1
2016 Q2	$40.7M	Buy	211,807 +9,880	+5%	+$1.88M	20.76%	1
2016 Q1	$38.1M	Buy	201,927 +13,375	+7%	+$2.39M	21.42%	1
2015 Q4	$35.2M	Buy	188,552 +15,980	+9%	+$3.01M	19.19%	1
2015 Q3	$30.3M	Buy	172,572 +18,452	+12%	+$3.43M	22.29%	1
2015 Q2	$29.1M	Buy	154,120 +18,282	+13%	+$3.52M	21.79%	1
2015 Q1	$25.7M	Buy	135,838 +21,512	+19%	+$4.07M	20.47%	1
2014 Q4	$21.5M	Buy	+114,326	New	+$21.1M	18.05%	1

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RJA

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stanford Investment Group's VOO Position: Q1 2017 in Review

Stanford Investment Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2017, closing a stake of 206,956 shares — an estimated $42.5M sold.

Stanford Investment Group first reported a position in VOO in Q4 2014 and held it in 9 quarters. The position peaked at $42.5M in Q3 2016. 680 funds tracked by Wall St. Rank hold VOO as of Q1 2017.

Stanford Investment Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 206,956 Vanguard S&P 500 ETF shares in Q1 2017, an estimated $42.5M.
Stanford Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Vanguard S&P 500 ETF position peaked at $42.5M in Q3 2016.
680 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.