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

WealthShield’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
Q4 		$698K Buy
+2,825
New +$675K 0.43% 49

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $15.3B AUM 24.71% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

WealthShield's VOO Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2017: 2,825 shares worth $698K. The stake represents 0.43% of the portfolio and ranks #49 among its holdings.

844 funds tracked by Wall St. Rank hold VOO as of Q4 2017.

  • WealthShield held 2,825 shares of Vanguard S&P 500 ETF worth $698K as of Q4 2017.
  • Vanguard S&P 500 ETF was a new WealthShield position in Q4 2017.
  • Vanguard S&P 500 ETF made up 0.43% of WealthShield's portfolio in Q4 2017, its #49 holding.
  • 844 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.