Morningstar Investment Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Morningstar Investment Services’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
2024 Q4	–	Sell	-1,146	Closed	-$602K	–	393
2024 Q3	$602K	Sell	1,146 -170	-13%	-$86.4K	0.01%	255
2024 Q2	$663K	Buy	+1,316	New	+$633K	0.01%	225
2015 Q2	–	Sell	-8,029	Closed	-$1.52M	–	224
2015 Q1	$1.52M	Buy	+8,029	New	+$1.52M	0.07%	144
2014 Q4	–	Sell	-6,442	Closed	-$1.16M	–	229
2014 Q3	$1.16M	Buy	+6,442	New	+$1.17M	0.06%	146
2013 Q4	–	Sell	-2,698	Closed	-$418K	–	208
2013 Q3	$418K	Buy	2,698 +633	+31%	+$97.2K	0.04%	167
2013 Q2	$303K	Buy	+2,065	New	+$305K	0.03%	175

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Morningstar Investment Services's VOO Position: Q4 2024 in Review

Morningstar Investment Services sold out of Vanguard S&P 500 ETF (VOO) in Q4 2024, closing a stake of 1,146 shares — an estimated $602K sold.

Morningstar Investment Services first reported a position in VOO in Q2 2013 and held it in 6 quarters. The position peaked at $1.52M in Q1 2015. 3,322 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

Morningstar Investment Services reported no remaining Vanguard S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 1,146 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $602K.
Morningstar Investment Services first reported a position in Vanguard S&P 500 ETF in Q2 2013 and held it in 6 quarters.
Morningstar Investment Services's Vanguard S&P 500 ETF position peaked at $1.52M in Q1 2015.
3,322 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.