Hudson Valley Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Hudson Valley Investment 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 Q1	–	Sell	-415	Closed	-$224K	–	179
2024 Q4	$224K	Hold	415	–	–	0.03%	157
2024 Q3	$219K	Sell	415 -77	-16%	-$39.1K	0.02%	158
2024 Q2	$215K	Buy	492 +12	+3%	+$5.77K	0.03%	167
2024 Q1	$231K	Sell	480 -12	-2%	-$5.49K	0.03%	162
2023 Q4	$215K	Sell	492 -80	-14%	-$32.8K	0.03%	167
2023 Q3	$225K	Buy	+572	New	+$234K	0.03%	170
2021 Q3	–	Sell	-588	Closed	-$231K	–	192
2021 Q2	$231K	Hold	588	–	–	0.04%	157
2021 Q1	$214K	Buy	+588	New	+$209K	0.04%	160

Other funds holding VOO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Hudson Valley Investment Advisors's VOO Position: Q1 2025 in Review

Hudson Valley Investment Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 415 shares — an estimated $224K sold.

Hudson Valley Investment Advisors first reported a position in VOO in Q1 2021 and held it in 8 quarters. The position peaked at $231K in Q2 2021. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Hudson Valley Investment Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Hudson Valley Investment Advisors sold 415 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $224K.
Hudson Valley Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and held it in 8 quarters.
Hudson Valley Investment Advisors's Vanguard S&P 500 ETF position peaked at $231K in Q2 2021.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.