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Copperleaf Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Copperleaf Capital’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 		$3.11M Sell
5,077
-131
-3% -$77.2K 1.49% 19
2025
Q2 		$2.96M Buy
5,208
+390
+8% +$205K 1.5% 17
2025
Q1 		$2.48M Buy
4,818
+1,336
+38% +$722K 1.48% 16
2024
Q4 		$1.88M Buy
3,482
+147
+4% +$79.6K 1.19% 24
2024
Q3 		$1.76M Sell
3,335
-101
-3% -$51.3K 1.35% 24
2024
Q2 		$1.72M Sell
3,436
-546
-14% -$263K 1.37% 24
2024
Q1 		$1.91M Sell
3,982
-731
-16% -$335K 1.66% 16
2023
Q4 		$2.06M Sell
4,713
-69
-1% -$28.2K 2.1% 12
2023
Q3 		$1.88M Buy
4,782
+44
+0.9% +$18K 2.03% 12
2023
Q2 		$1.93M Sell
4,738
-658
-12% -$254K 1.81% 14
2023
Q1 		$2.03M Buy
5,396
+3,006
+126% +$1.1M 2.02% 14
2022
Q4 		$840K Buy
2,390
+1,157
+94% +$409K 0.97% 32
2022
Q3 		$405K Buy
1,233
+18
+1% +$6.57K 0.44% 55
2022
Q2 		$422K Buy
1,215
+176
+17% +$66.3K 0.43% 51
2022
Q1 		$432K Buy
+1,039
New +$425K 0.38% 52

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Copperleaf Capital's VOO Position: Q3 2025 in Review

Copperleaf Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q3 2025, selling an estimated $77.2K and leaving 5,077 shares worth $3.11M. The position accounts for 1.49% of the portfolio, ranked #19.

Copperleaf Capital first reported a position in VOO in Q1 2022 and has held it in 15 quarters since. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Copperleaf Capital held 5,077 shares of Vanguard S&P 500 ETF worth $3.11M as of Q3 2025.
  • Copperleaf Capital sold 131 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $77.2K.
  • Vanguard S&P 500 ETF made up 1.49% of Copperleaf Capital's portfolio in Q3 2025, its #19 holding.
  • Copperleaf Capital first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.