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

WFG Advisors’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
Q2 		$4.72M Sell
21,245
-2,379
-10% -$524K 1.07% 11
2017
Q1 		$5.11M Buy
23,624
+6,806
+40% +$1.45M 1.36% 5
2016
Q4 		$3.45M Buy
16,818
+13,994
+496% +$2.81M 0.85% 18
2016
Q3 		$561K Buy
2,824
+52
+2% +$10.3K 0.14% 168
2016
Q2 		$533K Buy
2,772
+792
+40% +$151K 0.14% 163
2016
Q1 		$373K Buy
1,980
+121
+7% +$21.7K 0.11% 199
2015
Q4 		$348K Buy
1,859
+429
+30% +$80.8K 0.1% 208
2015
Q3 		$251K Buy
1,430
+87
+6% +$16.2K 0.08% 246
2015
Q2 		$254K Buy
1,343
+132
+11% +$25.4K 0.07% 279
2015
Q1 		$229K Buy
1,211
+706
+140% +$134K 0.06% 318
2014
Q4 		$95K Sell
505
-59
-10% -$10.9K 0.02% 657
2014
Q3 		$102K Buy
564
+191
+51% +$34.6K 0.02% 660
2014
Q2 		$67K Buy
373
+1
+0.3% +$174 0.01% 808
2014
Q1 		$64K Buy
372
+77
+26% +$12.9K 0.01% 803
2013
Q4 		$50K Buy
+295
New +$47.8K 0.01% 1006
2013
Q3 		– Sell
-340
Closed -$50K – 2263
2013
Q2 		$50K Buy
+340
New +$50.2K 0.01% 883

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

WFG Advisors's VOO Position: Q2 2017 in Review

WFG Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2017, selling an estimated $524K and leaving 21,245 shares worth $4.72M. The position accounts for 1.07% of the portfolio, ranked #11.

WFG Advisors first reported a position in VOO in Q2 2013 and has held it in 16 quarters since. The position peaked at $5.11M in Q1 2017. 693 funds tracked by Wall St. Rank hold VOO as of Q2 2017.

  • WFG Advisors held 21,245 shares of Vanguard S&P 500 ETF worth $4.72M as of Q2 2017.
  • WFG Advisors sold 2,379 Vanguard S&P 500 ETF shares in Q2 2017, an estimated $524K.
  • Vanguard S&P 500 ETF made up 1.07% of WFG Advisors's portfolio in Q2 2017, its #11 holding.
  • WFG Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 16 quarters since.
  • WFG Advisors's Vanguard S&P 500 ETF position peaked at $5.11M in Q1 2017.
  • 693 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.