VFS
VOO icon

VSR Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

VSR Financial Services’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
2016
Q1 		– Sell
-1,934
Closed -$361K – 614
2015
Q4 		$361K Buy
1,934
+263
+16% +$49.5K 0.04% 394
2015
Q3 		$294K Buy
1,671
+37
+2% +$6.88K 0.03% 422
2015
Q2 		$308K Buy
+1,634
New +$315K 0.03% 439
2015
Q1 		– Sell
-4,644
Closed -$875K – 603
2014
Q4 		$875K Sell
4,644
-799
-15% -$147K 0.1% 223
2014
Q3 		$983K Buy
5,443
+4,229
+348% +$767K 0.12% 193
2014
Q2 		$218K Buy
1,214
+2
+0.2% +$348 0.03% 508
2014
Q1 		$208K Sell
1,212
-4,813
-80% -$809K 0.03% 529
2013
Q4 		$1.02M Buy
+6,025
New +$977K 0.16% 159

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return