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

White Mountains 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
2020 Q4	–	Sell	-55,096	Closed	-$16.9M	–	3
2020 Q3	$16.9M	Sell	55,096 -70,000	-56%	-$21.3M	20.01%	2
2020 Q2	$35.5M	Hold	125,096	–	–	8.01%	3
2020 Q1	$29.6M	Hold	125,096	–	–	7.34%	3
2019 Q4	$37M	Hold	125,096	–	–	7.09%	3
2019 Q3	$34.1M	Hold	125,096	–	–	6.74%	3
2019 Q2	$33.7M	Sell	125,096 -56,619	-31%	-$15M	6.74%	3
2019 Q1	$47.2M	Hold	181,715	–	–	7.3%	2
2018 Q4	$41.8M	Hold	181,715	–	–	6.77%	2
2018 Q3	$48.5M	Hold	181,715	–	–	7.19%	2
2018 Q2	$45.3M	Sell	181,715 -60,000	-25%	-$14.9M	8.11%	2
2018 Q1	$58.5M	Sell	241,715 -85,239	-26%	-$21.4M	9.88%	2
2017 Q4	$80.2M	Hold	326,954	–	–	11.59%	2
2017 Q3	$75.4M	Sell	326,954 -1,500	-0.5%	-$340K	13.02%	2
2017 Q2	$72.9M	Buy	328,454 +204,515	+165%	+$45M	10.49%	2
2017 Q1	$26.8M	Hold	123,939	–	–	8.11%	3
2016 Q4	$25.4M	Buy	123,939 +38,700	+45%	+$7.77M	9.41%	3
2016 Q3	$16.9M	Sell	85,239 -6,100	-7%	-$1.21M	18.72%	2
2016 Q2	$17.6M	Sell	91,339 -241,261	-73%	-$45.9M	26.77%	2
2016 Q1	$62.7M	Buy	332,600 +31,900	+11%	+$5.71M	19.51%	3
2015 Q4	$56.2M	Hold	300,700	–	–	16.8%	3
2015 Q3	$52.8M	Hold	300,700	–	–	16.77%	3
2015 Q2	$56.8M	Buy	+300,700	New	+$58M	16.7%	3
2014 Q4	$103M	Buy	+544,885	New	+$100M	53.87%	1

Other funds holding VOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

White Mountains Advisors's VOO Position: Q4 2020 in Review

White Mountains Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2020, closing a stake of 55,096 shares — an estimated $16.9M sold.

White Mountains Advisors first reported a position in VOO in Q4 2014 and held it in 23 quarters. The position peaked at $103M in Q4 2014. 1,657 funds tracked by Wall St. Rank hold VOO as of Q4 2020.

White Mountains Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2020 after selling out during the quarter.
White Mountains Advisors sold 55,096 Vanguard S&P 500 ETF shares in Q4 2020, an estimated $16.9M.
White Mountains Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2014 and held it in 23 quarters.
White Mountains Advisors's Vanguard S&P 500 ETF position peaked at $103M in Q4 2014.
1,657 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2020.

Based on White Mountains Advisors's 13F filing for Q4 2020.