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

Wealthfront’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
2018
Q3 		$59.9M Sell
224,163
-7,268
-3% -$1.9M 0.58% 19
2018
Q2 		$57.7M Sell
231,431
-5,891
-2% -$1.46M 0.59% 19
2018
Q1 		$57.5M Buy
237,322
+35,711
+18% +$8.96M 0.58% 19
2017
Q4 		$49.5M Buy
201,611
+9,889
+5% +$2.36M 0.55% 19
2017
Q3 		$44.2M Buy
191,722
+17,889
+10% +$4.05M 0.57% 20
2017
Q2 		$38.6M Buy
173,833
+19,400
+13% +$4.27M 0.58% 19
2017
Q1 		$33.4M Buy
154,433
+15,866
+11% +$3.39M 0.59% 19
2016
Q4 		$28.4M Buy
138,567
+17,405
+14% +$3.49M 0.63% 18
2016
Q3 		$24.1M Buy
121,162
+5,309
+5% +$1.05M 0.57% 19
2016
Q2 		$22.3M Buy
115,853
+11,041
+11% +$2.1M 0.61% 19
2016
Q1 		$19.8M Buy
104,812
+31,721
+43% +$5.68M 0.63% 19
2015
Q4 		$13.7M Buy
73,091
+23,861
+48% +$4.49M 0.49% 20
2015
Q3 		$8.65M Buy
49,230
+37,821
+332% +$7.03M 0.35% 22
2015
Q2 		$2.15M Buy
11,409
+11,218
+5,873% +$2.16M 0.09% 31
2015
Q1 		$36K Sell
191
-407
-68% -$77K ﹤0.01% 501
2014
Q4 		$113K Buy
+598
New +$110K 0.01% 338

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's VOO Position: Q3 2018 in Review

Wealthfront reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q3 2018, selling an estimated $1.9M and leaving 224,163 shares worth $59.9M. The position accounts for 0.58% of the portfolio, ranked #19.

Wealthfront first reported a position in VOO in Q4 2014 and has held it in 16 quarters since. 942 funds tracked by Wall St. Rank hold VOO as of Q3 2018.

  • Wealthfront held 224,163 shares of Vanguard S&P 500 ETF worth $59.9M as of Q3 2018.
  • Wealthfront sold 7,268 Vanguard S&P 500 ETF shares in Q3 2018, an estimated $1.9M.
  • Vanguard S&P 500 ETF made up 0.58% of Wealthfront's portfolio in Q3 2018, its #19 holding.
  • Wealthfront first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 16 quarters since.
  • 942 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.