Columbia Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Columbia Asset 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 Q2	–	Sell	-794	Closed	-$408K	–	230
2025 Q1	$408K	Hold	794	–	–	0.08%	145
2024 Q4	$428K	Buy	794 +1	+0.1%	+$542	0.08%	140
2024 Q3	$419K	Hold	793	–	–	0.07%	136
2024 Q2	$397K	Sell	793 -24,784	-97%	-$11.9M	0.07%	133
2024 Q1	$2.19M	Hold	25,577	–	–	0.44%	55
2023 Q4	$2.19M	Hold	25,577	–	–	0.44%	55
2023 Q3	$2.11M	Buy	25,577 +1,220	+5%	+$499K	0.47%	52
2023 Q2	$2.04M	Sell	24,357 -7,660	-24%	-$2.96M	0.43%	58
2023 Q1	$2.63M	Buy	32,017 +31,419	+5,254%	+$11.5M	0.59%	48
2022 Q4	$210K	Buy	+598	New	+$211K	0.05%	157
2022 Q3	–	Sell	-598	Closed	-$207K	–	183
2022 Q2	$207K	Buy	+598	New	+$225K	0.05%	163
2021 Q4	$289K	Hold	663	–	–	0.06%	162
2021 Q3	$261K	Hold	663	–	–	0.06%	161
2021 Q2	$261K	Hold	663	–	–	0.06%	156
2021 Q1	$242K	Hold	663	–	–	0.04%	166
2020 Q4	$228K	Sell	663 -50	-7%	-$16.3K	0.05%	164
2020 Q3	$219K	Sell	713 -41	-5%	-$12.5K	0.05%	155
2020 Q2	$214K	Buy	+754	New	+$203K	0.05%	144
2020 Q1	–	Sell	-689	Closed	-$2.04K	–	171
2019 Q4	$2.04K	Buy	+689	New	+$195K	0.05%	170
2019 Q2	–	Sell	-648	Closed	-$168K	–	213
2019 Q1	$168K	Hold	648	–	–	0.04%	175
2018 Q4	$149K	Hold	648	–	–	0.05%	174
2018 Q3	$173K	Buy	+648	New	+$170K	0.05%	181

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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Columbia Asset Management's VOO Position: Q2 2025 in Review

Columbia Asset Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 794 shares — an estimated $408K sold.

Columbia Asset Management first reported a position in VOO in Q3 2018 and held it in 22 quarters. The position peaked at $2.63M in Q1 2023. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Columbia Asset Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Columbia Asset Management sold 794 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $408K.
Columbia Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2018 and held it in 22 quarters.
Columbia Asset Management's Vanguard S&P 500 ETF position peaked at $2.63M in Q1 2023.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Columbia Asset Management's 13F filing for Q2 2025, filed 18 Jul 2025.