MDSL
VOO icon

M.D. Sass LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

M.D. Sass LLC’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
-40,830
Closed -$21M – 39
2025
Q1 		$21M Sell
40,830
-90,188
-69% -$48.8M 1.85% 22
2024
Q4 		$70.6M Sell
131,018
-16,262
-11% -$8.81M 5.31% 3
2024
Q3 		$77.7M Hold
147,280
– – 5.75% 5
2024
Q2 		$73.7M Sell
147,280
-40,808
-22% -$19.6M 5.29% 6
2024
Q1 		$90.4M Buy
188,088
+23,572
+14% +$10.8M 10.2% 1
2023
Q4 		$71.9M Buy
164,516
+26,502
+19% +$10.8M 8.64% 1
2023
Q3 		$54.2M Buy
138,014
+24,445
+22% +$10M 7.29% 2
2023
Q2 		$46.3M Hold
113,569
– – 6.13% 3
2023
Q1 		$42.7M Buy
113,569
+454
+0.4% +$166K 5.32% 2
2022
Q4 		$39.7M Buy
113,115
+41,765
+59% +$14.8M 5.84% 3
2022
Q3 		$23.4M Buy
+71,350
New +$26.1M 4.29% 14

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

M.D. Sass LLC's VOO Position: Q2 2025 in Review

M.D. Sass LLC sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 40,830 shares — an estimated $21M sold.

M.D. Sass LLC first reported a position in VOO in Q3 2022 and held it in 11 quarters. The position peaked at $90.4M in Q1 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • M.D. Sass LLC reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • M.D. Sass LLC sold 40,830 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $21M.
  • M.D. Sass LLC first reported a position in Vanguard S&P 500 ETF in Q3 2022 and held it in 11 quarters.
  • M.D. Sass LLC's Vanguard S&P 500 ETF position peaked at $90.4M in Q1 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on M.D. Sass LLC's 13F filing for Q2 2025, filed 13 Aug 2025.