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Better Money Decisions’s Vanguard S&P 500 ETF VOO Stock Holding History

Better Money Decisions’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 		$6.99M Sell
12,299
-883
-7% -$464K 4.24% 7
2025
Q1 		$6.77M Sell
13,182
-1,176
-8% -$636K 4.52% 7
2024
Q4 		$7.74M Buy
14,358
+438
+3% +$237K 5.36% 7
2024
Q3 		$7.34M Sell
13,920
-214
-2% -$109K 5.21% 7
2024
Q2 		$7.07M Buy
14,134
+1,716
+14% +$826K 5.32% 7
2024
Q1 		$5.97M Buy
12,418
+176
+1% +$80.6K 4.73% 8
2023
Q4 		$5.35M Buy
12,242
+942
+8% +$386K 4.44% 7
2023
Q3 		$4.44M Buy
11,300
+297
+3% +$121K 3.91% 7
2023
Q2 		$4.48M Buy
11,003
+482
+5% +$186K 3.65% 7
2023
Q1 		$3.96M Buy
10,521
+943
+10% +$346K 3.34% 8
2022
Q4 		$3.37M Buy
9,578
+984
+11% +$348K 2.92% 9
2022
Q3 		$2.82M Buy
8,594
+1,100
+15% +$402K 2.75% 9
2022
Q2 		$2.6M Buy
7,494
+1,333
+22% +$502K 2.2% 10
2022
Q1 		$2.56M Buy
6,161
+2,948
+92% +$1.21M 2.4% 11
2021
Q4 		$1.4M Buy
3,213
+1,048
+48% +$442K 1.18% 16
2021
Q3 		$854K Buy
2,165
+648
+43% +$263K 0.7% 28
2021
Q2 		$597K Buy
1,517
+295
+24% +$113K 0.53% 32
2021
Q1 		$445K Buy
+1,222
New +$433K 0.46% 31

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Better Money Decisions's VOO Position: Q2 2025 in Review

Better Money Decisions reduced its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q2 2025, selling an estimated $464K and leaving 12,299 shares worth $6.99M. The position accounts for 4.24% of the portfolio, ranked #7.

Better Money Decisions first reported a position in VOO in Q1 2021 and has held it in 18 quarters since. The position peaked at $7.74M in Q4 2024. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Better Money Decisions held 12,299 shares of Vanguard S&P 500 ETF worth $6.99M as of Q2 2025.
  • Better Money Decisions sold 883 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $464K.
  • Vanguard S&P 500 ETF made up 4.24% of Better Money Decisions's portfolio in Q2 2025, its #7 holding.
  • Better Money Decisions first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's Vanguard S&P 500 ETF position peaked at $7.74M in Q4 2024.
  • 3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.