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Monashee Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Monashee Investment 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
Q2 		– Sell
-313,010
Closed -$161M – 81
2025
Q1 		$161M Buy
313,010
+7,200
+2% +$3.89M 19.04% 2
2024
Q4 		$165M Buy
305,810
+14,200
+5% +$7.69M 22.6% 2
2024
Q3 		$154M Hold
291,610
– – 16.66% 2
2024
Q2 		$146M Buy
291,610
+22,500
+8% +$10.8M 18.86% 2
2024
Q1 		$129M Sell
269,110
-1,900
-0.7% -$870K 15.3% 2
2023
Q4 		$118M Buy
+271,010
New +$111M 20.89% 2

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

Monashee Investment Management's VOO Position: Q2 2025 in Review

Monashee Investment Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 313,010 shares — an estimated $161M sold.

Monashee Investment Management first reported a position in VOO in Q4 2023 and held it in 6 quarters. The position peaked at $165M in Q4 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Monashee Investment Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Monashee Investment Management sold 313,010 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $161M.
  • Monashee Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and held it in 6 quarters.
  • Monashee Investment Management's Vanguard S&P 500 ETF position peaked at $165M in Q4 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Monashee Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.