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Wealthspire Advisors (Maryland)’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$326M Buy
1,060,473
+611,696
+136% +$186M 11.5% 1
2020
Q2 		$127M Buy
448,777
+16,558
+4% +$4.46M 9.1% 1
2020
Q1 		$99.4M Buy
432,219
+50,128
+13% +$14M 8.65% 1
2019
Q4 		$113M Buy
382,091
+33,915
+10% +$9.59M 7.58% 1
2019
Q3 		$94.9M Sell
348,176
-190
-0.1% -$51.6K 6.94% 1
2019
Q2 		$93.8M Buy
348,366
+12,986
+4% +$3.44M 7.02% 1
2019
Q1 		$87M Buy
335,380
+8,670
+3% +$2.17M 6.56% 1
2018
Q4 		$75.1M Buy
326,710
+43,473
+15% +$10.8M 6.68% 1
2018
Q3 		$75.6M Buy
283,237
+12,875
+5% +$3.37M 6.23% 2
2018
Q2 		$67.5M Buy
270,362
+14,249
+6% +$3.54M 6.11% 2
2018
Q1 		$62M Buy
256,113
+23,342
+10% +$5.86M 5.84% 2
2017
Q4 		$57.1M Buy
232,771
+6,890
+3% +$1.65M 5.55% 2
2017
Q3 		$52.1M Buy
225,881
+14,286
+7% +$3.24M 5.68% 1
2017
Q2 		$47M Sell
211,595
-4,922
-2% -$1.08M 5.57% 2
2017
Q1 		$46.8M Sell
216,517
-7,632
-3% -$1.63M 6.66% 1
2016
Q4 		$46M Buy
224,149
+8,103
+4% +$1.63M 6.88% 1
2016
Q3 		$42.9M Buy
216,046
+1,867
+0.9% +$370K 6.69% 2
2016
Q2 		$41.2M Buy
214,179
+16,759
+8% +$3.19M 6.86% 2
2016
Q1 		$37.2M Buy
197,420
+21,747
+12% +$3.89M 6.57% 2
2015
Q4 		$32.8M Buy
+175,673
New +$33.1M 6.11% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VOO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard S&P 500 ETF (VOO) stake by 136% in Q3 2020, buying an estimated $186M and bringing the position to 1,060,473 shares worth $326M. The position accounts for 11.5% of the portfolio, ranked #1.

Wealthspire Advisors (Maryland) first reported a position in VOO in Q4 2015 and has held it in 20 quarters since. 1,464 funds tracked by Wall St. Rank hold VOO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,060,473 shares of Vanguard S&P 500 ETF worth $326M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 611,696 Vanguard S&P 500 ETF shares in Q3 2020, an estimated $186M.
  • Vanguard S&P 500 ETF made up 11.5% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #1 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 20 quarters since.
  • 1,464 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.