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Tradition Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Tradition Asset Management’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
Q2 		$316K Buy
1,117
+117
+12% +$31.5K 0.09% 142
2020
Q1 		$236K Buy
+1,000
New +$280K 0.08% 155

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Tradition Asset Management's VOO Position: Q2 2020 in Review

Tradition Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2020, buying an estimated $31.5K and bringing the position to 1,117 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #142.

Tradition Asset Management first reported a position in VOO in Q1 2020 and has held it in 2 quarters since. 1,425 funds tracked by Wall St. Rank hold VOO as of Q2 2020.

  • Tradition Asset Management held 1,117 shares of Vanguard S&P 500 ETF worth $316K as of Q2 2020.
  • Tradition Asset Management bought 117 Vanguard S&P 500 ETF shares in Q2 2020, an estimated $31.5K.
  • Vanguard S&P 500 ETF made up 0.09% of Tradition Asset Management's portfolio in Q2 2020, its #142 holding.
  • Tradition Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 2 quarters since.
  • 1,425 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.