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Abich Financial Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$22.3K Buy
+36
New +$21.2K 0.01% 387
2024
Q3 		– Sell
-100
Closed -$50K – 827
2024
Q2 		$50K Buy
+100
New +$48.1K 0.03% 164

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Abich Financial Wealth Management's VOO Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2025: 36 shares worth $22.3K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in VOO as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in VOO in Q2 2024 and has held it in 2 quarters since. The position peaked at $50K in Q2 2024. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Abich Financial Wealth Management held 36 shares of Vanguard S&P 500 ETF worth $22.3K as of Q3 2025.
  • Vanguard S&P 500 ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Vanguard S&P 500 ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #387 holding.
  • Abich Financial Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's Vanguard S&P 500 ETF position peaked at $50K in Q2 2024.
  • 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.