EFA
VOO icon

Edge Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Edge Financial Advisors’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
-620
Closed -$318K – 130
2025
Q1 		$318K Sell
620
-3,866
-86% -$2.09M 0.2% 70
2024
Q4 		$2.42M Sell
4,486
-720
-14% -$390K 2.16% 9
2024
Q3 		$2.75M Buy
5,206
+421
+9% +$214K 2.44% 4
2024
Q2 		$2.39M Buy
4,785
+1,848
+63% +$889K 2.48% 4
2024
Q1 		$1.42M Buy
+2,937
New +$1.34M 1.25% 18

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

Edge Financial Advisors's VOO Position: Q2 2025 in Review

Edge Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 620 shares — an estimated $318K sold.

Edge Financial Advisors first reported a position in VOO in Q1 2024 and held it in 5 quarters. The position peaked at $2.75M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Edge Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 620 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $318K.
  • Edge Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and held it in 5 quarters.
  • Edge Financial Advisors's Vanguard S&P 500 ETF position peaked at $2.75M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Edge Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.