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Winslow Evans & Crocker’s Vanguard S&P 500 ETF VOO Stock Holding History

Winslow Evans & Crocker’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 		$249K Buy
724
+278
+62% +$90.6K 0.05% 303
2020
Q3 		$137K Hold
446
– – 0.03% 317
2020
Q2 		$127K Buy
446
+32
+8% +$8.61K 0.03% 323
2020
Q1 		$100K Hold
414
– – 0.03% 330
2019
Q4 		$124K Hold
414
– – 0.03% 364
2019
Q3 		$114K Buy
414
+80
+24% +$21.7K 0.03% 372
2019
Q2 		$92K Sell
334
-10
-3% -$2.65K 0.03% 419
2019
Q1 		$92K Sell
344
-20
-5% -$5K 0.03% 398
2018
Q4 		$86K Hold
364
– – 0.03% 385
2018
Q3 		$100K Buy
364
+60
+20% +$15.7K 0.03% 375
2018
Q2 		$76K Hold
304
– – 0.02% 419
2018
Q1 		$73.4K Buy
304
+40
+15% +$10K 0.02% 410
2017
Q4 		$64.5K Hold
264
– – 0.02% 444
2017
Q3 		$60.7K Sell
264
-423
-62% -$95.8K 0.02% 439
2017
Q2 		$153K Sell
687
-101
-13% -$22.2K 0.04% 355
2017
Q1 		$170K Buy
788
+110
+16% +$23.5K 0.05% 319
2016
Q4 		$139K Hold
678
– – 0.04% 345
2016
Q3 		$135K Buy
678
+194
+40% +$38.5K 0.04% 353
2016
Q2 		$92.8K Buy
484
+1
+0.2% +$190 0.03% 397
2016
Q1 		$91.1K Sell
483
-1
-0.2% -$179 0.03% 386
2015
Q4 		$90.3K Buy
484
+10
+2% +$1.88K 0.03% 419
2015
Q3 		$83.1K Hold
474
– – 0.03% 419
2015
Q2 		$89.3K Hold
474
– – 0.03% 441
2015
Q1 		$89.5K Buy
474
+24
+5% +$4.54K 0.03% 441
2014
Q4 		$84.8K Hold
450
– – 0.02% 442
2014
Q3 		$81.3K Buy
450
+410
+1,025% +$74.3K 0.02% 466
2014
Q2 		$7.18K Sell
40
-122
-75% -$21.3K ﹤0.01% 940
2014
Q1 		$27.8K Hold
162
– – 0.01% 604
2013
Q4 		$27K Buy
+162
New +$26.3K 0.01% 624

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Winslow Evans & Crocker's VOO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard S&P 500 ETF (VOO) stake by 62% in Q4 2020, buying an estimated $90.6K and bringing the position to 724 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #303.

Winslow Evans & Crocker first reported a position in VOO in Q4 2013 and has held it in 29 quarters since. 1,656 funds tracked by Wall St. Rank hold VOO as of Q4 2020.

  • Winslow Evans & Crocker held 724 shares of Vanguard S&P 500 ETF worth $249K as of Q4 2020.
  • Winslow Evans & Crocker bought 278 Vanguard S&P 500 ETF shares in Q4 2020, an estimated $90.6K.
  • Vanguard S&P 500 ETF made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #303 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.