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

Alaska Wealth 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
2025 Q4	–	Sell	-668	Closed	-$409K	–	90
2025 Q3	$409K	Buy	+668	New	+$394K	0.05%	54
2023 Q3	–	Sell	-300	Closed	-$122K	–	124
2023 Q2	$122K	Buy	300 +279	+1,329%	+$108K	0.02%	73
2023 Q1	$7.9K	Buy	+21	New	+$7.7K	﹤0.01%	95
2020 Q3	–	Sell	-1,934	Closed	-$548K	–	58
2020 Q2	$548K	Sell	1,934 -3,137	-62%	-$844K	0.13%	33
2020 Q1	$1.2M	Buy	5,071 +2,657	+110%	+$744K	0.33%	22
2019 Q4	$714K	Buy	+2,414	New	+$683K	0.11%	34
2019 Q3	–	Sell	-2,414	Closed	-$627K	–	60
2019 Q2	$627K	Hold	2,414	–	–	0.07%	35
2019 Q1	$627K	Buy	2,414 +98	+4%	+$24.5K	0.07%	35
2018 Q4	$532K	Sell	2,316 -269	-10%	-$66.6K	0.17%	32
2018 Q3	$690K	Sell	2,585 -40	-2%	-$10.5K	0.21%	27
2018 Q2	$654K	Buy	2,625 +10	+0.4%	+$2.48K	0.21%	26
2018 Q1	$632K	Buy	2,615 +403	+18%	+$101K	0.22%	27
2017 Q4	$542K	Buy	+2,212	New	+$529K	0.2%	27

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alaska Wealth Advisors's VOO Position: Q4 2025 in Review

Alaska Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 668 shares — an estimated $409K sold.

Alaska Wealth Advisors first reported a position in VOO in Q4 2017 and held it in 13 quarters. The position peaked at $1.2M in Q1 2020. 3,847 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Alaska Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Alaska Wealth Advisors sold 668 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $409K.
Alaska Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 13 quarters.
Alaska Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.2M in Q1 2020.
3,847 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Alaska Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.