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

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
Q3 		$719K Buy
1,175
+16
+1% +$9.43K 0.13% 38
2025
Q2 		$659K Hold
1,159
– – 0.12% 39
2025
Q1 		$596K Hold
1,159
– – 0.12% 40
2024
Q4 		$624K Buy
1,159
+1
+0.1% +$542 0.12% 37
2024
Q3 		$611K Hold
1,158
– – 0.12% 37
2024
Q2 		$579K Sell
1,158
-33
-3% -$15.9K 0.12% 34
2024
Q1 		$573K Hold
1,191
– – 0.12% 39
2023
Q4 		$520K Buy
1,191
+62
+5% +$25.4K 0.12% 36
2023
Q3 		$443K Buy
1,129
+1
+0.1% +$409 0.11% 44
2023
Q2 		$459K Hold
1,128
– – 0.11% 47
2023
Q1 		$424K Hold
1,128
– – 0.11% 48
2022
Q4 		$396K Sell
1,128
-124
-10% -$43.8K 0.11% 46
2022
Q3 		$410K Sell
1,252
-441
-26% -$161K 0.14% 44
2022
Q2 		$587K Buy
1,693
+407
+32% +$153K 0.21% 31
2022
Q1 		$534K Hold
1,286
– – 0.17% 42
2021
Q4 		$561K Buy
1,286
+138
+12% +$58.3K 0.17% 42
2021
Q3 		$453K Hold
1,148
– – 0.15% 47
2021
Q2 		$452K Hold
1,148
– – 0.16% 47
2021
Q1 		$418K Hold
1,148
– – 0.17% 47
2020
Q4 		$394K Buy
1,148
+1
+0.1% +$326 0.18% 46
2020
Q3 		$353K Buy
1,147
+1
+0.1% +$305 0.19% 46
2020
Q2 		$325K Hold
1,146
– – 0.18% 45
2020
Q1 		$272K Buy
1,146
+87
+8% +$24.4K 0.18% 49
2019
Q4 		$313K Hold
1,059
– – 0.18% 45
2019
Q3 		$289K Hold
1,059
– – 0.18% 47
2019
Q2 		$285K Hold
1,059
– – 0.18% 49
2019
Q1 		$275K Hold
1,059
– – 0.19% 50
2018
Q4 		$243K Buy
+1,059
New +$262K 0.2% 49

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Advisors's VOO Position: Q3 2025 in Review

Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q3 2025, buying an estimated $9.43K and bringing the position to 1,175 shares worth $719K. The position accounts for 0.13% of the portfolio, ranked #38.

Financial Advisors first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Financial Advisors held 1,175 shares of Vanguard S&P 500 ETF worth $719K as of Q3 2025.
  • Financial Advisors bought 16 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $9.43K.
  • Vanguard S&P 500 ETF made up 0.13% of Financial Advisors's portfolio in Q3 2025, its #38 holding.
  • Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.