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

Cahill 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 Q1	$681K	Buy	1,326 +4	+0.3%	+$2.16K	0.35%	29
2024 Q4	$712K	Buy	1,322 +26	+2%	+$14.1K	0.36%	30
2024 Q3	$684K	Buy	1,296 +182	+16%	+$92.5K	0.35%	32
2024 Q2	$557K	Sell	1,114 -51	-4%	-$24.5K	0.33%	33
2024 Q1	$560K	Buy	1,165 +54	+5%	+$24.7K	0.33%	35
2023 Q4	$485K	Buy	1,111 +8	+0.7%	+$3.27K	0.33%	33
2023 Q3	$433K	Buy	1,103 +4	+0.4%	+$1.64K	0.33%	33
2023 Q2	$448K	Hold	1,099	–	–	0.31%	33
2023 Q1	$413K	Buy	1,099 +4	+0.4%	+$1.47K	0.31%	36
2022 Q4	$415K	Buy	1,095 +10	+0.9%	+$3.53K	0.3%	35
2022 Q3	$356K	Buy	1,085 +38	+4%	+$13.9K	0.32%	33
2022 Q2	$363K	Hold	1,047	–	–	0.31%	36
2022 Q1	$434K	Buy	+1,047	New	+$429K	0.32%	32

Other funds holding VOO

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Cahill Wealth Management's VOO Position: Q1 2025 in Review

Cahill Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q1 2025, buying an estimated $2.16K and bringing the position to 1,326 shares worth $681K. The position accounts for 0.35% of the portfolio, ranked #29.

Cahill Wealth Management first reported a position in VOO in Q1 2022 and has held it in 13 quarters since. The position peaked at $712K in Q4 2024. 3,329 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Cahill Wealth Management held 1,326 shares of Vanguard S&P 500 ETF worth $681K as of Q1 2025.
Cahill Wealth Management bought 4 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $2.16K.
Vanguard S&P 500 ETF made up 0.35% of Cahill Wealth Management's portfolio in Q1 2025, its #29 holding.
Cahill Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's Vanguard S&P 500 ETF position peaked at $712K in Q4 2024.
3,329 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.