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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Exchange Capital Management's VOO Position: Q2 2025 in Review

Exchange Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2025, selling an estimated $5.26K and leaving 602 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #181.

Exchange Capital Management first reported a position in VOO in Q1 2018 and has held it in 12 quarters since. The position peaked at $384K in Q3 2024. 3,389 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Exchange Capital Management held 602 shares of Vanguard S&P 500 ETF worth $342K as of Q2 2025.
Exchange Capital Management sold 10 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $5.26K.
Vanguard S&P 500 ETF made up 0.05% of Exchange Capital Management's portfolio in Q2 2025, its #181 holding.
Exchange Capital Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 12 quarters since.
Exchange Capital Management's Vanguard S&P 500 ETF position peaked at $384K in Q3 2024.
3,389 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.