D. Scott Neal’s Vanguard S&P 500 ETF VOO Stock Holding History

D. Scott Neal’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	$606K	Sell	989 -37	-4%	-$21.8K	0.28%	29
2025 Q2	$583K	Buy	1,026 +109	+12%	+$57.3K	0.29%	28
2025 Q1	$471K	Hold	917	–	–	0.26%	31
2024 Q4	$494K	Hold	917	–	–	0.27%	32
2024 Q3	$485K	Hold	917	–	–	0.26%	34
2024 Q2	$460K	Hold	917	–	–	0.26%	39
2024 Q1	$441K	Sell	917 -52	-5%	-$23.8K	0.29%	41
2023 Q4	$423K	Sell	969 -45	-4%	-$18.4K	0.38%	35
2023 Q3	$400K	Sell	1,014 -3	-0.3%	-$1.23K	0.34%	37
2023 Q2	$414K	Sell	1,017 -71	-7%	-$27.4K	0.31%	38
2023 Q1	$409K	Hold	1,088	–	–	0.23%	40
2022 Q4	$382K	Hold	1,088	–	–	0.19%	39
2022 Q3	$357K	Sell	1,088 -200	-16%	-$73K	0.15%	39
2022 Q2	$447K	Hold	1,288	–	–	0.19%	34
2022 Q1	$535K	Buy	1,288 +425	+49%	+$174K	0.21%	36
2021 Q4	$377K	Buy	+863	New	+$364K	0.14%	45

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

D. Scott Neal's VOO Position: Q3 2025 in Review

D. Scott Neal reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q3 2025, selling an estimated $21.8K and leaving 989 shares worth $606K. The position accounts for 0.28% of the portfolio, ranked #29.

D. Scott Neal first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

D. Scott Neal held 989 shares of Vanguard S&P 500 ETF worth $606K as of Q3 2025.
D. Scott Neal sold 37 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $21.8K.
Vanguard S&P 500 ETF made up 0.28% of D. Scott Neal's portfolio in Q3 2025, its #29 holding.
D. Scott Neal first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.