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ERTS Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

ERTS Wealth 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
-1,133
Closed -$582K – 82
2025
Q1 		$582K Sell
1,133
-1,091
-49% -$590K 0.11% 43
2024
Q4 		$1.2M Buy
2,224
+1,199
+117% +$649K 0.23% 29
2024
Q3 		$541K Hold
1,025
– – 0.1% 47
2024
Q2 		$513K Hold
1,025
– – 0.1% 47
2024
Q1 		$493K Buy
+1,025
New +$469K 0.1% 47
2019
Q1 		– Sell
-87
Closed -$20K – 297
2018
Q4 		$20K Buy
+87
New +$21.6K 0.01% 211

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 $424B AUM 22.94% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

ERTS Wealth Advisors's VOO Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 1,133 shares — an estimated $582K sold.

ERTS Wealth Advisors first reported a position in VOO in Q4 2018 and held it in 6 quarters. The position peaked at $1.2M in Q4 2024. 3,385 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • ERTS Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,133 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $582K.
  • ERTS Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and held it in 6 quarters.
  • ERTS Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.2M in Q4 2024.
  • 3,385 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.