APWA
VOO icon

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

Atlas Private 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
Q3 		– Sell
-521
Closed -$296K – 196
2025
Q2 		$296K Sell
521
-414
-44% -$218K 0.04% 160
2025
Q1 		$481K Sell
935
-3
-0.3% -$1.62K 0.07% 114
2024
Q4 		$505K Buy
938
+17
+2% +$9.21K 0.07% 101
2024
Q3 		$485K Buy
921
+4
+0.4% +$2.03K 0.07% 103
2024
Q2 		$459K Buy
917
+458
+100% +$220K 0.07% 99
2024
Q1 		$220K Sell
459
-536
-54% -$245K 0.07% 104
2023
Q4 		$434K Buy
995
+89
+10% +$36.4K 0.08% 92
2023
Q3 		$356K Buy
906
+3
+0.3% +$1.23K 0.07% 131
2023
Q2 		$368K Buy
+903
New +$348K 0.07% 130
2022
Q2 		– Sell
-1,537
Closed -$638K – 145
2022
Q1 		$638K Sell
1,537
-32
-2% -$13.1K 0.28% 77
2021
Q4 		$685K Buy
1,569
+10
+0.6% +$4.22K 0.32% 78
2021
Q3 		$615K Buy
1,559
+5
+0.3% +$2.03K 0.32% 72
2021
Q2 		$611K Buy
1,554
+645
+71% +$248K 0.33% 73
2021
Q1 		$331K Buy
909
+2
+0.2% +$709 0.18% 92
2020
Q4 		$312K Buy
907
+228
+34% +$74.3K 0.21% 88
2020
Q3 		$209K Buy
679
+3
+0.4% +$914 0.17% 100
2020
Q2 		$191K Buy
+676
New +$182K 0.17% 113

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

Atlas Private Wealth Advisors's VOO Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q3 2025, closing a stake of 521 shares — an estimated $296K sold.

Atlas Private Wealth Advisors first reported a position in VOO in Q2 2020 and held it in 17 quarters. The position peaked at $685K in Q4 2021. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Atlas Private Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 521 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $296K.
  • Atlas Private Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2020 and held it in 17 quarters.
  • Atlas Private Wealth Advisors's Vanguard S&P 500 ETF position peaked at $685K in Q4 2021.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.