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Stratford Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Stratford Consulting’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 		$2.19M Buy
9,268
+3,146
+51% +$881K 1% 23
2019
Q4 		$1.81M Buy
6,122
+47
+0.8% +$13.3K 0.59% 22
2019
Q3 		$1.66M Sell
6,075
-274
-4% -$74.4K 0.57% 23
2019
Q2 		$1.71M Sell
6,349
-309
-5% -$81.7K 0.6% 21
2019
Q1 		$1.73M Buy
6,658
+34
+0.5% +$8.49K 0.62% 22
2018
Q4 		$1.52M Sell
6,624
-1,040
-14% -$258K 0.61% 23
2018
Q3 		$2.05M Sell
7,664
-65
-0.8% -$17K 0.73% 21
2018
Q2 		$1.93M Hold
7,729
– – 0.72% 21
2018
Q1 		$1.87M Sell
7,729
-1
-0% -$251 0.71% 21
2017
Q4 		$1.9M Sell
7,730
-77
-1% -$18.4K 0.68% 21
2017
Q3 		$1.8M Buy
7,807
+36
+0.5% +$8.15K 0.67% 21
2017
Q2 		$1.73M Buy
7,771
+31
+0.4% +$6.82K 0.73% 18
2017
Q1 		$1.68M Buy
7,740
+31
+0.4% +$6.62K 0.67% 21
2016
Q4 		$1.58M Sell
7,709
-456
-6% -$91.5K 0.69% 21
2016
Q3 		$1.62M Sell
8,165
-629
-7% -$125K 0.72% 21
2016
Q2 		$1.69M Buy
8,794
+39
+0.4% +$7.42K 0.76% 21
2016
Q1 		$1.65M Sell
8,755
-662
-7% -$118K 0.77% 20
2015
Q4 		$1.76M Sell
9,417
-188
-2% -$35.4K 0.91% 20
2015
Q3 		$1.69M Buy
9,605
+51
+0.5% +$9.48K 0.9% 19
2015
Q2 		$1.8M Buy
9,554
+45
+0.5% +$8.67K 0.9% 18
2015
Q1 		$1.8M Buy
9,509
+49
+0.5% +$9.27K 0.89% 20
2014
Q4 		$1.78M Buy
9,460
+315
+3% +$58.1K 0.91% 19
2014
Q3 		$1.65M Sell
9,145
-60
-0.7% -$10.9K 0.89% 19
2014
Q2 		$1.65M Buy
9,205
+218
+2% +$38K 0.85% 18
2014
Q1 		$1.54M Sell
8,987
-2,004
-18% -$337K 0.84% 18
2013
Q4 		$1.86M Buy
10,991
+258
+2% +$41.8K 1.06% 17
2013
Q3 		$1.65M Buy
10,733
+3,241
+43% +$498K 1.01% 20
2013
Q2 		$1.1M Buy
+7,492
New +$1.11M 0.68% 23

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratford Consulting's VOO Position: Q1 2020 in Review

Stratford Consulting increased its Vanguard S&P 500 ETF (VOO) stake by 51% in Q1 2020, buying an estimated $881K and bringing the position to 9,268 shares worth $2.19M. The position accounts for 1% of the portfolio, ranked #23.

Stratford Consulting first reported a position in VOO in Q2 2013 and has held it in 28 quarters since. 1,335 funds tracked by Wall St. Rank hold VOO as of Q1 2020.

  • Stratford Consulting held 9,268 shares of Vanguard S&P 500 ETF worth $2.19M as of Q1 2020.
  • Stratford Consulting bought 3,146 Vanguard S&P 500 ETF shares in Q1 2020, an estimated $881K.
  • Vanguard S&P 500 ETF made up 1% of Stratford Consulting's portfolio in Q1 2020, its #23 holding.
  • Stratford Consulting first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 28 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.