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Strategic Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Strategic Capital 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
2013
Q4 		– Sell
-1,266
Closed -$195K – 260
2013
Q3 		$195K Buy
1,266
+102
+9% +$15.7K 0.07% 144
2013
Q2 		$171K Buy
+1,164
New +$172K 0.09% 129

Other funds holding VOO

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Strategic Capital Group's VOO Position: Q4 2013 in Review

Strategic Capital Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2013, closing a stake of 1,266 shares — an estimated $195K sold.

Strategic Capital Group first reported a position in VOO in Q2 2013 and held it in 2 quarters. The position peaked at $195K in Q3 2013. 215 funds tracked by Wall St. Rank hold VOO as of Q4 2013.

  • Strategic Capital Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2013 after selling out during the quarter.
  • Strategic Capital Group sold 1,266 Vanguard S&P 500 ETF shares in Q4 2013, an estimated $195K.
  • Strategic Capital Group first reported a position in Vanguard S&P 500 ETF in Q2 2013 and held it in 2 quarters.
  • Strategic Capital Group's Vanguard S&P 500 ETF position peaked at $195K in Q3 2013.
  • 215 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2013.

Based on Strategic Capital Group's 13F filing for Q4 2013, filed 14 Feb 2014.