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

Burt 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	$2.62M	Sell	4,272 -14	-0.3%	-$8.25K	0.64%	26
2025 Q2	$2.43M	Buy	4,286 +304	+8%	+$160K	0.56%	27
2025 Q1	$2.05M	Hold	3,982	–	–	0.51%	28
2024 Q4	$2.15M	Sell	3,982 -83	-2%	-$45K	0.54%	27
2024 Q3	$2.14M	Sell	4,065 -92	-2%	-$46.8K	0.53%	26
2024 Q2	$2.08M	Hold	4,157	–	–	0.55%	27
2024 Q1	$2M	Hold	4,157	–	–	0.51%	28
2023 Q4	$1.82M	Sell	4,157 -50	-1%	-$20.5K	0.52%	27
2023 Q3	$1.65M	Hold	4,207	–	–	0.51%	24
2023 Q2	$1.71M	Buy	4,207 +85	+2%	+$32.8K	0.52%	23
2023 Q1	$1.55M	Sell	4,122 -8	-0.2%	-$2.93K	0.48%	23
2022 Q4	$1.45M	Buy	4,130 +3,081	+294%	+$1.09M	0.49%	22
2022 Q3	$345K	Hold	1,049	–	–	0.14%	59
2022 Q2	$364K	Buy	1,049 +15	+1%	+$5.65K	0.13%	61
2022 Q1	$429K	Buy	1,034 +67	+7%	+$27.4K	0.13%	57
2021 Q4	$422K	Sell	967 -75	-7%	-$31.7K	0.14%	56
2021 Q3	$411K	Buy	1,042 +188	+22%	+$76.3K	0.13%	56
2021 Q2	$336K	Buy	854 +8	+0.9%	+$3.07K	0.12%	65
2021 Q1	$308K	Hold	846	–	–	0.11%	70
2020 Q4	$291K	Hold	846	–	–	0.1%	71
2020 Q3	$260K	Hold	846	–	–	0.1%	68
2020 Q2	$240K	Hold	846	–	–	0.1%	70
2020 Q1	$200K	Buy	846 +276	+48%	+$77.3K	0.09%	76
2019 Q4	$169K	Hold	570	–	–	0.07%	92
2019 Q3	$155K	Hold	570	–	–	0.06%	98
2019 Q2	$153K	Hold	570	–	–	0.07%	98
2019 Q1	$148K	Hold	570	–	–	0.07%	101
2018 Q4	$131K	Hold	570	–	–	0.06%	106
2018 Q3	$152K	Hold	570	–	–	0.07%	102
2018 Q2	$142K	Hold	570	–	–	0.07%	103
2018 Q1	$138K	Buy	570 +76	+15%	+$19.1K	0.07%	106
2017 Q4	$121K	Hold	494	–	–	0.08%	116
2017 Q3	$114K	Hold	494	–	–	0.07%	114
2017 Q2	$109K	Hold	494	–	–	0.08%	112
2017 Q1	$107K	Hold	494	–	–	0.08%	106
2016 Q4	$101K	Hold	494	–	–	0.09%	116
2016 Q3	$98K	Hold	494	–	–	0.1%	102
2016 Q2	$94K	Sell	494 -1,000	-67%	-$190K	0.1%	104
2016 Q1	$282K	Buy	1,494 +494	+49%	+$88.4K	0.26%	44
2015 Q4	$186K	Hold	1,000	–	–	0.15%	69
2015 Q3	$175K	Hold	1,000	–	–	0.22%	59
2015 Q2	$189K	Hold	1,000	–	–	0.21%	61
2015 Q1	$189K	Hold	1,000	–	–	0.19%	55
2014 Q4	$188K	Buy	+1,000	New	+$184K	0.2%	56

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

Burt Wealth Advisors's VOO Position: Q3 2025 in Review

Burt Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.33% in Q3 2025, selling an estimated $8.25K and leaving 4,272 shares worth $2.62M. The position accounts for 0.64% of the portfolio, ranked #26.

Burt Wealth Advisors first reported a position in VOO in Q4 2014 and has held it in 44 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Burt Wealth Advisors held 4,272 shares of Vanguard S&P 500 ETF worth $2.62M as of Q3 2025.
Burt Wealth Advisors sold 14 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $8.25K.
Vanguard S&P 500 ETF made up 0.64% of Burt Wealth Advisors's portfolio in Q3 2025, its #26 holding.
Burt Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 44 quarters since.
3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.