AP
VOO icon

Adero Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Adero Partners’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
Q1 		$14.1M Buy
27,530
+783
+3% +$423K 0.93% 22
2024
Q4 		$14.4M Hold
26,747
– – 0.93% 21
2024
Q3 		$14.1M Buy
26,747
+17
+0.1% +$8.64K 0.94% 20
2024
Q2 		$13.4M Buy
26,730
+550
+2% +$265K 0.98% 22
2024
Q1 		$12.6M Buy
26,180
+92
+0.4% +$42.1K 0.95% 22
2023
Q4 		$11.4M Sell
26,088
-29
-0.1% -$11.9K 0.97% 22
2023
Q3 		$10.3M Sell
26,117
-6,018
-19% -$2.46M 0.99% 19
2023
Q2 		$13.1M Hold
32,135
– – 1.29% 17
2023
Q1 		$12.1M Sell
32,135
-225
-0.7% -$82.5K 1.32% 16
2022
Q4 		$11.4M Hold
32,360
– – 1.37% 15
2022
Q3 		$11.3M Hold
32,360
– – 1.42% 18
2022
Q2 		$11.3M Sell
32,360
-189
-0.6% -$71.2K 1.6% 14
2022
Q1 		$13.5M Hold
32,549
– – 1.99% 12
2021
Q4 		$14.2M Buy
32,549
+396
+1% +$167K 2.33% 13
2021
Q3 		$12.7M Sell
32,153
-29,987
-48% -$12.2M 2.29% 16
2021
Q2 		$24.5M Sell
62,140
-26,924
-30% -$10.3M 5.66% 5
2021
Q1 		$32.4M Hold
89,064
– – 14.52% 1
2020
Q4 		$30.6M Hold
89,064
– – 26.25% 1
2020
Q3 		$27.4M Buy
89,064
+36,812
+70% +$11.2M 21.96% 1
2020
Q2 		$14.8M Buy
+52,252
New +$14.1M 15.39% 1
2020
Q1 		– Sell
-3,264
Closed -$965K – 89
2019
Q4 		$965K Buy
+3,264
New +$923K 1.08% 23

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Adero Partners's VOO Position: Q1 2025 in Review

Adero Partners increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q1 2025, buying an estimated $423K and bringing the position to 27,530 shares worth $14.1M. The position accounts for 0.93% of the portfolio, ranked #22.

Adero Partners first reported a position in VOO in Q4 2019 and has held it in 21 quarters since. The position peaked at $32.4M in Q1 2021. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Adero Partners held 27,530 shares of Vanguard S&P 500 ETF worth $14.1M as of Q1 2025.
  • Adero Partners bought 783 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $423K.
  • Vanguard S&P 500 ETF made up 0.93% of Adero Partners's portfolio in Q1 2025, its #22 holding.
  • Adero Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
  • Adero Partners's Vanguard S&P 500 ETF position peaked at $32.4M in Q1 2021.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.