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Apexium Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Apexium Financial’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 		$21.7M Sell
35,423
-348
-1% -$205K 1.06% 15
2025
Q2 		$20.3M Sell
35,771
-3,174
-8% -$1.67M 1.08% 15
2025
Q1 		$20M Buy
38,945
+2,992
+8% +$1.62M 1.19% 12
2024
Q4 		$19.4M Sell
35,953
-22
-0.1% -$11.9K 1.18% 13
2024
Q3 		$19M Buy
35,975
+916
+3% +$466K 1.25% 13
2024
Q2 		$17.6M Sell
35,059
-393
-1% -$189K 1.25% 13
2024
Q1 		$17M Buy
35,452
+56
+0.2% +$25.6K 1.29% 13
2023
Q4 		$15.5M Sell
35,396
-2,654
-7% -$1.09M 1.11% 15
2023
Q3 		$15M Sell
38,050
-1,098
-3% -$449K 1.5% 10
2023
Q2 		$16M Sell
39,148
-247
-0.6% -$95.3K 1.41% 10
2023
Q1 		$14.8M Buy
39,395
+223
+0.6% +$81.8K 1.45% 10
2022
Q4 		$13.8M Buy
39,172
+15,540
+66% +$5.49M 1.43% 11
2022
Q3 		$8.78M Buy
23,632
+8,525
+56% +$3.11M 1.09% 12
2022
Q2 		$5.39M Buy
15,107
+5,160
+52% +$1.94M 3.1% 7
2022
Q1 		$4.34M Hold
9,947
– – 2.28% 10
2021
Q4 		$4.34M Buy
9,947
+13
+0.1% +$5.49K 2.24% 10
2021
Q3 		$3.92M Sell
9,934
-8,285
-45% -$3.36M 2.26% 10
2021
Q2 		$7.18M Buy
18,219
+9
+0% +$3.46K 4.46% 7
2021
Q1 		$6.63M Buy
18,210
+7
+0% +$2.48K 4.87% 7
2020
Q4 		$6.26M Buy
18,203
+29
+0.2% +$9.45K 4.95% 7
2020
Q3 		$5.58M Buy
18,174
+182
+1% +$55.4K 4.53% 8
2020
Q2 		$5.1M Buy
17,992
+437
+2% +$118K 4.62% 7
2020
Q1 		$4.16M Buy
17,555
+10,820
+161% +$3.03M 5.5% 7
2019
Q4 		$1.99M Buy
+6,735
New +$1.91M 2.57% 13
2018
Q4 		$1.34M Buy
+5,832
New +$1.44M 12.86% 3

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

Apexium Financial's VOO Position: Q3 2025 in Review

Apexium Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 0.97% in Q3 2025, selling an estimated $205K and leaving 35,423 shares worth $21.7M. The position accounts for 1.06% of the portfolio, ranked #15.

Apexium Financial first reported a position in VOO in Q4 2018 and has held it in 25 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Apexium Financial held 35,423 shares of Vanguard S&P 500 ETF worth $21.7M as of Q3 2025.
  • Apexium Financial sold 348 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $205K.
  • Vanguard S&P 500 ETF made up 1.06% of Apexium Financial's portfolio in Q3 2025, its #15 holding.
  • Apexium Financial first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.