Meritage Portfolio Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Meritage Portfolio 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 Q4	$541K	Sell	862 -32	-4%	-$19.9K	0.04%	215
2025 Q3	$548K	Buy	894 +3	+0.3%	+$1.77K	0.04%	221
2025 Q2	$506K	Buy	891 +105	+13%	+$55.2K	0.03%	240
2025 Q1	$404K	Hold	786	–	–	0.03%	261
2024 Q4	$424K	Sell	786 -1	-0.1%	-$542	0.03%	267
2024 Q3	$415K	Buy	787 +4	+0.5%	+$2.03K	0.03%	273
2024 Q2	$392K	Sell	783 -700	-47%	-$337K	0.02%	263
2024 Q1	$713K	Buy	1,483 +12	+0.8%	+$5.49K	0.05%	220
2023 Q4	$643K	Buy	+1,471	New	+$602K	0.04%	230
2023 Q3	–	Sell	-547	Closed	-$223K	–	348
2023 Q2	$223K	Sell	547 -47	-8%	-$18.1K	0.02%	322
2023 Q1	$223K	Buy	594 +19	+3%	+$6.97K	0.02%	294
2022 Q4	$202K	Buy	+575	New	+$203K	0.02%	302

Other funds holding VOO

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

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

Meritage Portfolio Management's VOO Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q4 2025, selling an estimated $19.9K and leaving 862 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #215.

Meritage Portfolio Management first reported a position in VOO in Q4 2022 and has held it in 12 quarters since. The position peaked at $713K in Q1 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Meritage Portfolio Management held 862 shares of Vanguard S&P 500 ETF worth $541K as of Q4 2025.
Meritage Portfolio Management sold 32 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $19.9K.
Vanguard S&P 500 ETF made up 0.04% of Meritage Portfolio Management's portfolio in Q4 2025, its #215 holding.
Meritage Portfolio Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
Meritage Portfolio Management's Vanguard S&P 500 ETF position peaked at $713K in Q1 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.