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

Atala 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 Q2	–	Sell	-55	Closed	-$28.3K	–	435
2025 Q1	$28.3K	Buy	+55	New	+$29.7K	0.02%	213

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Atala Financial's VOO Position: Q2 2025 in Review

Atala Financial sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 55 shares — an estimated $28.3K sold.

Atala Financial first reported a position in VOO in Q1 2025 and held it in 1 quarter. The position peaked at $28.3K in Q1 2025. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Atala Financial reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 55 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $28.3K.
Atala Financial first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 1 quarter.
Atala Financial's Vanguard S&P 500 ETF position peaked at $28.3K in Q1 2025.
3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.