Dixon Mitchell Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Dixon Mitchell Investment Counsel’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 Q1	–	Sell	-3	Closed	-$1.62K	–	127
2024 Q4	$1.62K	Buy	+3	New	+$1.63K	﹤0.01%	112
2015 Q2	–	Sell	-1,920	Closed	-$363K	–	70
2015 Q1	$363K	Buy	+1,920	New	+$363K	0.06%	62

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Dixon Mitchell Investment Counsel's VOO Position: Q1 2025 in Review

Dixon Mitchell Investment Counsel sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 3 shares — an estimated $1.62K sold.

Dixon Mitchell Investment Counsel first reported a position in VOO in Q1 2015 and held it in 2 quarters. The position peaked at $363K in Q1 2015. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Dixon Mitchell Investment Counsel reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Dixon Mitchell Investment Counsel sold 3 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $1.62K.
Dixon Mitchell Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q1 2015 and held it in 2 quarters.
Dixon Mitchell Investment Counsel's Vanguard S&P 500 ETF position peaked at $363K in Q1 2015.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2025, filed 14 May 2025.