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Napatree Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Napatree Capital’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 		$2.02M Buy
3,940
+524
+15% +$283K 1.14% 19
2024
Q4 		$1.84M Buy
3,416
+67
+2% +$36.3K 1.08% 23
2024
Q3 		$1.77M Sell
3,349
-34
-1% -$17.3K 1.23% 21
2024
Q2 		$1.69M Buy
3,383
+30
+0.9% +$14.4K 1.37% 17
2024
Q1 		$1.55M Buy
3,353
+449
+15% +$205K 1.5% 15
2023
Q4 		$1.27M Buy
+2,904
New +$1.19M 1.27% 20

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

Napatree Capital's VOO Position: Q1 2025 in Review

Napatree Capital increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2025, buying an estimated $283K and bringing the position to 3,940 shares worth $2.02M. The position accounts for 1.14% of the portfolio, ranked #19.

Napatree Capital first reported a position in VOO in Q4 2023 and has held it in 6 quarters since. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Napatree Capital held 3,940 shares of Vanguard S&P 500 ETF worth $2.02M as of Q1 2025.
  • Napatree Capital bought 524 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $283K.
  • Vanguard S&P 500 ETF made up 1.14% of Napatree Capital's portfolio in Q1 2025, its #19 holding.
  • Napatree Capital first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.