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

Wilshire 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
2021
Q2 		– Sell
-48,428
Closed -$17.6M – 20
2021
Q1 		$17.6M Sell
48,428
-2,705
-5% -$959K 16.67% 1
2020
Q4 		$17.6M Sell
51,133
-2,315
-4% -$755K 16.68% 1
2020
Q3 		$16.4M Buy
53,448
+308
+0.6% +$93.8K 16.72% 1
2020
Q2 		$15.1M Buy
53,140
+4,930
+10% +$1.33M 15.83% 1
2020
Q1 		$11.4M Buy
48,210
+675
+1% +$189K 12.44% 1
2019
Q4 		$14.1M Sell
47,535
-2,210
-4% -$625K 12.47% 1
2019
Q3 		$13.6M Sell
49,745
-2,935
-6% -$797K 12.09% 1
2019
Q2 		$14.2M Sell
52,680
-370
-0.7% -$97.9K 12.54% 1
2019
Q1 		$13.8M Sell
53,050
-3,495
-6% -$873K 12.91% 1
2018
Q4 		$13M Buy
56,545
+268
+0.5% +$66.4K 13.7% 1
2018
Q3 		$15M Sell
56,277
-13,490
-19% -$3.53M 14.2% 1
2018
Q2 		$17.4M Buy
69,767
+4,917
+8% +$1.22M 16.42% 1
2018
Q1 		$15.7M Sell
64,850
-11,025
-15% -$2.77M 14.65% 1
2017
Q4 		$18.6M Sell
75,875
-6,890
-8% -$1.65M 17.34% 1
2017
Q3 		$19.1M Sell
82,765
-1,635
-2% -$370K 16.92% 1
2017
Q2 		$18.7M Buy
84,400
+9,980
+13% +$2.2M 16.25% 1
2017
Q1 		$16.1M Sell
74,420
-4,325
-5% -$923K 12.71% 2
2016
Q4 		$16.3M Sell
78,745
-10,045
-11% -$2.02M 12.9% 2
2016
Q3 		$17.6M Sell
88,790
-2,240
-2% -$444K 15.28% 1
2016
Q2 		$17.5M Sell
91,030
-201,350
-69% -$38.3M 15.28% 1
2016
Q1 		$55.1M Buy
292,380
+42,190
+17% +$7.55M 28.02% 1
2015
Q4 		$46.8M Buy
+250,190
New +$47.1M 26.41% 1

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wilshire Advisors's VOO Position: Q2 2021 in Review

Wilshire Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2021, closing a stake of 48,428 shares — an estimated $17.6M sold.

Wilshire Advisors first reported a position in VOO in Q4 2015 and held it in 22 quarters. The position peaked at $55.1M in Q1 2016. 1,741 funds tracked by Wall St. Rank hold VOO as of Q2 2021.

  • Wilshire Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
  • Wilshire Advisors sold 48,428 Vanguard S&P 500 ETF shares in Q2 2021, an estimated $17.6M.
  • Wilshire Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2015 and held it in 22 quarters.
  • Wilshire Advisors's Vanguard S&P 500 ETF position peaked at $55.1M in Q1 2016.
  • 1,741 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2021.

Based on Wilshire Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.