AWM
VOO icon

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

Accredited 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 		$126K Sell
100
-105
-51% -$61.9K 0.09% 89
2025
Q2 		$117K Sell
205
-10
-5% -$5.26K 0.09% 92
2025
Q1 		$110K Buy
215
+20
+10% +$10.8K 0.09% 81
2024
Q4 		$105K Buy
+195
New +$106K 0.09% 94

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 $374B AUM 17.66% 1-Year Est. Return

Accredited Wealth Management's VOO Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 51% in Q3 2025, selling an estimated $61.9K and leaving 100 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #89.

Accredited Wealth Management first reported a position in VOO in Q4 2024 and has held it in 4 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Accredited Wealth Management held 100 shares of Vanguard S&P 500 ETF worth $126K as of Q3 2025.
  • Accredited Wealth Management sold 105 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $61.9K.
  • Vanguard S&P 500 ETF made up 0.09% of Accredited Wealth Management's portfolio in Q3 2025, its #89 holding.
  • Accredited Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.