Exchange Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Exchange Capital Management’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	$342K	Sell	602 -10	-2%	-$5.26K	0.05%	181
2025 Q1	$315K	Hold	612	–	–	0.05%	185
2024 Q4	$330K	Sell	612 -116	-16%	-$62.8K	0.05%	187
2024 Q3	$384K	Buy	728 +116	+19%	+$59K	0.06%	167
2024 Q2	$306K	Buy	612 +32	+6%	+$15.4K	0.05%	176
2024 Q1	$279K	Buy	580 +62	+12%	+$28.4K	0.05%	174
2023 Q4	$226K	Hold	518	–	–	0.04%	174
2023 Q3	$203K	Hold	518	–	–	0.04%	174
2023 Q2	$211K	Buy	+518	New	+$200K	0.04%	174
2018 Q4	–	Sell	-465	Closed	-$124K	–	268
2018 Q3	$124K	Hold	465	–	–	0.04%	136
2018 Q2	$116K	Hold	465	–	–	0.03%	140
2018 Q1	$113K	Buy	+465	New	+$117K	0.04%	135

Other funds holding VOO

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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