Fiduciary Counselling’s Vanguard S&P 500 ETF VOO Stock Holding History

Fiduciary Counselling’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	-7,849	Closed	-$4.03M	–	8
2025 Q1	$4.03M	Buy	7,849 +2,132	+37%	+$1.15M	9.91%	5
2024 Q4	$3.08M	Sell	5,717 -119	-2%	-$64.5K	8.25%	5
2024 Q3	$3.08M	Hold	5,836	–	–	7.88%	5
2024 Q2	$2.92M	Buy	5,836 +1,100	+23%	+$529K	8.31%	5
2024 Q1	$2.28M	Hold	4,736	–	–	6.22%	5
2023 Q4	$2.07M	Hold	4,736	–	–	6.09%	5
2023 Q3	$1.86M	Hold	4,736	–	–	5.92%	5
2023 Q2	$1.93M	Hold	4,736	–	–	5.83%	5
2023 Q1	$1.78M	Hold	4,736	–	–	4.21%	5
2022 Q4	$1.66M	Sell	4,736 -676	-12%	-$239K	3.72%	6
2022 Q3	$1.78M	Buy	5,412 +383	+8%	+$140K	3.79%	6
2022 Q2	$1.74M	Hold	5,029	–	–	4.5%	5
2022 Q1	$2.09M	Hold	5,029	–	–	4.31%	5
2021 Q4	$2.2M	Hold	5,029	–	–	4.55%	5
2021 Q3	$1.98M	Hold	5,029	–	–	4.6%	5
2021 Q2	$1.98M	Hold	5,029	–	–	4.58%	5
2021 Q1	$1.83M	Hold	5,029	–	–	5.66%	5
2020 Q4	$1.73M	Buy	5,029 +482	+11%	+$157K	5.7%	5
2020 Q3	$1.4M	Buy	+4,547	New	+$1.39M	5.31%	5
2018 Q1	–	Sell	-231	Closed	-$57K	–	8
2017 Q4	$57K	Buy	+231	New	+$55.2K	0.21%	8

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

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

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

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

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

Fiduciary Counselling's VOO Position: Q2 2025 in Review

Fiduciary Counselling sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 7,849 shares — an estimated $4.03M sold.

Fiduciary Counselling first reported a position in VOO in Q4 2017 and held it in 20 quarters. The position peaked at $4.03M in Q1 2025. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Fiduciary Counselling reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
Fiduciary Counselling sold 7,849 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $4.03M.
Fiduciary Counselling first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 20 quarters.
Fiduciary Counselling's Vanguard S&P 500 ETF position peaked at $4.03M in Q1 2025.
3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Fiduciary Counselling's 13F filing for Q2 2025, filed 8 Aug 2025.