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Deane Retirement Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Deane Retirement Strategies’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
Q4 		– Sell
-192
Closed -$118K – 81
2025
Q3 		$118K Hold
192
– – 0.05% 43
2025
Q2 		$109K Buy
192
+88
+85% +$46.2K 0.05% 44
2025
Q1 		$53.4K Sell
104
-72
-41% -$38.9K 0.03% 45
2024
Q4 		$94.8K Sell
176
-127
-42% -$68.8K 0.05% 48
2024
Q3 		$160K Sell
303
-18
-6% -$9.15K 0.08% 45
2024
Q2 		$161K Buy
+321
New +$154K 0.08% 51

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deane Retirement Strategies's VOO Position: Q4 2025 in Review

Deane Retirement Strategies sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 192 shares — an estimated $118K sold.

Deane Retirement Strategies first reported a position in VOO in Q2 2024 and held it in 6 quarters. The position peaked at $161K in Q2 2024. 3,857 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Deane Retirement Strategies reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Deane Retirement Strategies sold 192 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $118K.
  • Deane Retirement Strategies first reported a position in Vanguard S&P 500 ETF in Q2 2024 and held it in 6 quarters.
  • Deane Retirement Strategies's Vanguard S&P 500 ETF position peaked at $161K in Q2 2024.
  • 3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Deane Retirement Strategies's 13F filing for Q4 2025, filed 28 Jan 2026.