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

Threshold 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
Q3 		$287K Hold
1,245
– – 0.23% 38
2017
Q2 		$276K Buy
1,245
+132
+12% +$29.1K 0.24% 33
2017
Q1 		$241K Sell
1,113
-62,908
-98% -$13.4M 0.23% 32
2016
Q4 		$13.1M Sell
64,021
-2,784
-4% -$559K 11.46% 2
2016
Q3 		$13.3M Hold
66,805
– – 12.85% 1
2016
Q2 		$12.8M Sell
66,805
-435
-0.6% -$82.8K 12.83% 1
2016
Q1 		$12.7M Hold
67,240
– – 17.56% 1
2015
Q4 		$12.6M Buy
+67,240
New +$12.7M 16.63% 1

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Threshold Group's VOO Position: Q3 2017 in Review

Threshold Group held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2017 at 1,245 shares worth $287K. The position accounts for 0.23% of the portfolio, ranked #38.

Threshold Group first reported a position in VOO in Q4 2015 and has held it in 8 quarters since. The position peaked at $13.3M in Q3 2016. 720 funds tracked by Wall St. Rank hold VOO as of Q3 2017.

  • Threshold Group held 1,245 shares of Vanguard S&P 500 ETF worth $287K as of Q3 2017.
  • Threshold Group left its Vanguard S&P 500 ETF share count unchanged in Q3 2017.
  • Vanguard S&P 500 ETF made up 0.23% of Threshold Group's portfolio in Q3 2017, its #38 holding.
  • Threshold Group first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 8 quarters since.
  • Threshold Group's Vanguard S&P 500 ETF position peaked at $13.3M in Q3 2016.
  • 720 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.