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Masso Torrence Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Masso Torrence Wealth 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 		$7.02M Sell
11,457
-65
-0.6% -$38.3K 2.92% 11
2025
Q2 		$6.54M Buy
11,522
+711
+7% +$374K 3.02% 12
2025
Q1 		$5.56M Buy
10,811
+241
+2% +$130K 2.97% 11
2024
Q4 		$5.7M Sell
10,570
-1,203
-10% -$652K 2.99% 9
2024
Q3 		$6.21M Sell
11,773
-291
-2% -$148K 3.35% 8
2024
Q2 		$6.03M Buy
12,064
+649
+6% +$312K 3.35% 8
2024
Q1 		$5.49M Buy
11,415
+403
+4% +$184K 3.26% 9
2023
Q4 		$4.81M Buy
11,012
+461
+4% +$189K 3.28% 9
2023
Q3 		$4.14M Buy
10,551
+115
+1% +$47K 3.19% 9
2023
Q2 		$4.25M Buy
10,436
+2,505
+32% +$966K 3.07% 9
2023
Q1 		$2.98M Sell
7,931
-523
-6% -$192K 2.36% 12
2022
Q4 		$2.97M Sell
8,454
-3,333
-28% -$1.18M 2.37% 13
2022
Q3 		$3.87M Sell
11,787
-964
-8% -$352K 3.42% 5
2022
Q2 		$4.42M Sell
12,751
-252
-2% -$94.9K 3.89% 4
2022
Q1 		$5.4M Buy
13,003
+380
+3% +$156K 4.32% 4
2021
Q4 		$5.51M Buy
+12,623
New +$5.33M 3.85% 3

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

Masso Torrence Wealth Management's VOO Position: Q3 2025 in Review

Masso Torrence Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.56% in Q3 2025, selling an estimated $38.3K and leaving 11,457 shares worth $7.02M. The position accounts for 2.92% of the portfolio, ranked #11.

Masso Torrence Wealth Management first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Masso Torrence Wealth Management held 11,457 shares of Vanguard S&P 500 ETF worth $7.02M as of Q3 2025.
  • Masso Torrence Wealth Management sold 65 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $38.3K.
  • Vanguard S&P 500 ETF made up 2.92% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #11 holding.
  • Masso Torrence Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.