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

NRI 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 Q4	$698K	Buy	1,112 +6	+0.5%	+$3.73K	0.36%	21
2025 Q3	$677K	Sell	1,106 -54	-5%	-$31.8K	0.36%	22
2025 Q2	$659K	Hold	1,160	–	–	0.4%	22
2025 Q1	$596K	Sell	1,160 -15	-1%	-$8.11K	0.44%	21
2024 Q4	$633K	Buy	+1,175	New	+$636K	0.44%	21
2024 Q2	$449K	Sell	898 -44	-5%	-$21.2K	0.35%	22
2024 Q1	$453K	Buy	942 +293	+45%	+$134K	0.38%	22
2023 Q4	$283K	Buy	+649	New	+$266K	0.28%	26

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

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

NRI Wealth Management's VOO Position: Q4 2025 in Review

NRI Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.54% in Q4 2025, buying an estimated $3.73K and bringing the position to 1,112 shares worth $698K. The position accounts for 0.36% of the portfolio, ranked #21.

NRI Wealth Management first reported a position in VOO in Q4 2023 and has held it in 8 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

NRI Wealth Management held 1,112 shares of Vanguard S&P 500 ETF worth $698K as of Q4 2025.
NRI Wealth Management bought 6 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $3.73K.
Vanguard S&P 500 ETF made up 0.36% of NRI Wealth Management's portfolio in Q4 2025, its #21 holding.
NRI Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.