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Nova R Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Nova R Wealth’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 		– Sell
-575
Closed -$352K – 94
2025
Q3 		$352K Buy
575
+194
+51% +$114K 0.15% 61
2025
Q2 		$216K Buy
+381
New +$200K 0.1% 77
2025
Q1 		– Sell
-372
Closed -$200K – 83
2024
Q4 		$200K Buy
+372
New +$201K 0.1% 80

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nova R Wealth's VOO Position: Q4 2025 in Review

Nova R Wealth sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 575 shares — an estimated $352K sold.

Nova R Wealth first reported a position in VOO in Q4 2024 and held it in 3 quarters. The position peaked at $352K in Q3 2025. 3,849 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Nova R Wealth reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Nova R Wealth sold 575 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $352K.
  • Nova R Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 3 quarters.
  • Nova R Wealth's Vanguard S&P 500 ETF position peaked at $352K in Q3 2025.
  • 3,849 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Nova R Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.