FAIM
VOO icon

Financial Advocates Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Advocates Investment 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
Q3 		$794K Sell
1,296
-4,004
-76% -$2.36M 0.45% 60
2025
Q2 		$3.01M Sell
5,300
-4,359
-45% -$2.29M 0.25% 92
2025
Q1 		$4.96M Buy
9,659
+257
+3% +$139K 0.35% 60
2024
Q4 		$5.07M Buy
9,402
+442
+5% +$239K 0.29% 75
2024
Q3 		$4.7M Buy
8,960
+3,469
+63% +$1.76M 0.27% 89
2024
Q2 		$2.75M Sell
5,491
-926
-14% -$446K 0.17% 135
2024
Q1 		$2.88M Buy
6,417
+103
+2% +$47.1K 0.17% 135
2023
Q4 		$2.57M Buy
6,314
+1,382
+28% +$566K 0.17% 134
2023
Q3 		$1.79M Buy
4,932
+2,462
+100% +$1.01M 0.13% 179
2023
Q2 		$1.01M Sell
2,470
-2,535
-51% -$978K 0.07% 266
2023
Q1 		$1.88M Sell
5,005
-7,724
-61% -$2.83M 0.14% 174
2022
Q4 		$4.47M Sell
12,729
-10,701
-46% -$3.78M 0.33% 74
2022
Q3 		$5.14M Buy
23,430
+9,476
+68% +$3.46M 0.42% 54
2022
Q2 		$4.84M Sell
13,954
-5,772
-29% -$2.17M 0.39% 64
2022
Q1 		$8.19M Sell
19,726
-82
-0.4% -$33.6K 0.54% 35
2021
Q4 		$8.65M Sell
19,808
-636
-3% -$268K 0.54% 31
2021
Q3 		$8.06M Sell
20,444
-315
-2% -$128K 0.54% 30
2021
Q2 		$8.17M Buy
20,759
+558
+3% +$214K 0.55% 31
2021
Q1 		$7.36M Sell
20,201
-1,497
-7% -$531K 0.52% 33
2020
Q4 		$7.39M Buy
21,698
+1,217
+6% +$397K 0.51% 41
2020
Q3 		$6.3M Sell
20,481
-276
-1% -$84.1K 0.54% 38
2020
Q2 		$5.86M Buy
20,757
+1,257
+6% +$338K 0.56% 35
2020
Q1 		$4.62M Sell
19,500
-6,756
-26% -$1.89M 0.66% 32
2019
Q4 		$7.77M Sell
26,256
-645
-2% -$182K 0.83% 21
2019
Q3 		$7.33M Sell
26,901
-3,126
-10% -$848K 0.84% 24
2019
Q2 		$8.08M Buy
30,027
+1,207
+4% +$319K 0.94% 19
2019
Q1 		$7.48M Buy
28,820
+462
+2% +$115K 0.93% 19
2018
Q4 		$6.52M Sell
28,358
-4,874
-15% -$1.21M 0.89% 18
2018
Q3 		$8.88M Sell
33,232
-805
-2% -$211K 0.99% 19
2018
Q2 		$8.5M Buy
34,037
+2,982
+10% +$740K 1.03% 18
2018
Q1 		$7.52M Buy
31,055
+614
+2% +$154K 0.98% 22
2017
Q4 		$7.47M Buy
+30,441
New +$7.28M 1.02% 22

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 $1.81T AUM 41.13% 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 $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's VOO Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 76% in Q3 2025, selling an estimated $2.36M and leaving 1,296 shares worth $794K. The position accounts for 0.45% of the portfolio, ranked #60.

Financial Advocates Investment Management first reported a position in VOO in Q4 2017 and has held it in 32 quarters since. The position peaked at $8.88M in Q3 2018. 3,462 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Financial Advocates Investment Management held 1,296 shares of Vanguard S&P 500 ETF worth $794K as of Q3 2025.
  • Financial Advocates Investment Management sold 4,004 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $2.36M.
  • Vanguard S&P 500 ETF made up 0.45% of Financial Advocates Investment Management's portfolio in Q3 2025, its #60 holding.
  • Financial Advocates Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's Vanguard S&P 500 ETF position peaked at $8.88M in Q3 2018.
  • 3,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.