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

Napa 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	$331K	Buy	540 +6	+1%	+$3.54K	0.16%	117
2025 Q2	$303K	Sell	534 -309	-37%	-$162K	0.15%	118
2025 Q1	$433K	Buy	843 +10	+1%	+$5.41K	0.24%	130
2024 Q4	$449K	Buy	833 +3	+0.4%	+$1.63K	0.19%	133
2024 Q3	$438K	Buy	830 +7	+0.9%	+$3.56K	0.21%	101
2024 Q2	$412K	Buy	823 +6	+0.7%	+$2.89K	0.28%	77
2024 Q1	$393K	Buy	817 +5	+0.6%	+$2.29K	0.21%	42
2023 Q4	$355K	Buy	+812	New	+$332K	0.19%	80

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

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

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

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

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

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

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

Napa Wealth Management's VOO Position: Q3 2025 in Review

Napa Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q3 2025, buying an estimated $3.54K and bringing the position to 540 shares worth $331K. The position accounts for 0.16% of the portfolio, ranked #117.

Napa Wealth Management first reported a position in VOO in Q4 2023 and has held it in 8 quarters since. The position peaked at $449K in Q4 2024. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Napa Wealth Management held 540 shares of Vanguard S&P 500 ETF worth $331K as of Q3 2025.
Napa Wealth Management bought 6 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $3.54K.
Vanguard S&P 500 ETF made up 0.16% of Napa Wealth Management's portfolio in Q3 2025, its #117 holding.
Napa Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Napa Wealth Management's Vanguard S&P 500 ETF position peaked at $449K in Q4 2024.
3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.