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

Compass 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
Q2 		– Sell
-27
Closed -$13.9K – 407
2025
Q1 		$13.9K Sell
27
-13
-33% -$7.03K ﹤0.01% 337
2024
Q4 		$21.6K Hold
40
– – 0.01% 316
2024
Q3 		$21.1K Sell
40
-58
-59% -$29.5K 0.01% 321
2024
Q2 		$49K Buy
98
+80
+444% +$38.5K 0.01% 245
2024
Q1 		$8.65K Hold
18
– – ﹤0.01% 352
2023
Q4 		$7.86K Hold
18
– – ﹤0.01% 348
2023
Q3 		$7.07K Hold
18
– – ﹤0.01% 359
2023
Q2 		$7.33K Hold
18
– – ﹤0.01% 369
2023
Q1 		$6.77K Hold
18
– – ﹤0.01% 372
2022
Q4 		$6.32K Buy
+18
New +$6.36K ﹤0.01% 371

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

Compass Wealth Management's VOO Position: Q2 2025 in Review

Compass Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 27 shares — an estimated $13.9K sold.

Compass Wealth Management first reported a position in VOO in Q4 2022 and held it in 10 quarters. The position peaked at $49K in Q2 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Compass Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 27 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $13.9K.
  • Compass Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Vanguard S&P 500 ETF position peaked at $49K in Q2 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.