Brass Tax Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Brass Tax Wealth Management’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	$87.6M	Buy	143,098 +3,484	+2%	+$2.05M	14.57%	1
2025 Q2	$79.3M	Buy	139,614 +5,795	+4%	+$3.05M	15.27%	1
2025 Q1	$68.8M	Sell	133,819 -7,755	-5%	-$4.19M	14.45%	1
2024 Q4	$76.3M	Sell	141,574 -1,493	-1%	-$809K	16.05%	1
2024 Q3	$75.5M	Buy	143,067 +87,014	+155%	+$44.2M	16.16%	1
2024 Q2	$28M	Buy	56,053 +13,272	+31%	+$6.39M	12.11%	1
2024 Q1	$20.6M	Buy	+42,781	New	+$19.6M	10.72%	2

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Brass Tax Wealth Management's VOO Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q3 2025, buying an estimated $2.05M and bringing the position to 143,098 shares worth $87.6M. The position accounts for 14.57% of the portfolio, ranked #1.

Brass Tax Wealth Management first reported a position in VOO in Q1 2024 and has held it in 7 quarters since. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Brass Tax Wealth Management held 143,098 shares of Vanguard S&P 500 ETF worth $87.6M as of Q3 2025.
Brass Tax Wealth Management bought 3,484 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $2.05M.
Vanguard S&P 500 ETF made up 14.57% of Brass Tax Wealth Management's portfolio in Q3 2025, its #1 holding.
Brass Tax Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.