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McDaniel Terry & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

McDaniel Terry & Co’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
-447
Closed -$241K – 106
2024
Q4 		$241K Buy
+447
New +$242K 0.02% 94
2024
Q1 		– Sell
-2,567
Closed -$1.12M – 103
2023
Q4 		$1.12M Buy
+2,567
New +$1.05M 0.11% 50
2023
Q1 		– Sell
-2,509
Closed -$882K – 101
2022
Q4 		$882K Buy
+2,509
New +$886K 0.1% 45

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

McDaniel Terry & Co's VOO Position: Q1 2025 in Review

McDaniel Terry & Co sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 447 shares — an estimated $241K sold.

McDaniel Terry & Co first reported a position in VOO in Q4 2022 and held it in 3 quarters. The position peaked at $1.12M in Q4 2023. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • McDaniel Terry & Co reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • McDaniel Terry & Co sold 447 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $241K.
  • McDaniel Terry & Co first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 3 quarters.
  • McDaniel Terry & Co's Vanguard S&P 500 ETF position peaked at $1.12M in Q4 2023.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on McDaniel Terry & Co's 13F filing for Q1 2025, filed 24 Apr 2025.