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

Olympus 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 Q2	$64.6M	Buy	113,697 +24,133	+27%	+$12.7M	21.7%	2
2025 Q1	$46M	Buy	89,564 +10,095	+13%	+$5.46M	20.21%	2
2024 Q4	$42.8M	Sell	79,469 -3,066	-4%	-$1.66M	15.59%	3
2024 Q3	$43.6M	Sell	82,535 -13,770	-14%	-$7M	14.97%	3
2024 Q2	$48.2M	Buy	96,305 +41,311	+75%	+$19.9M	15.07%	3
2024 Q1	$26.4M	Sell	54,994 -16,142	-23%	-$7.39M	15.67%	3
2023 Q4	$31.1M	Sell	71,136 -2,066	-3%	-$846K	15.95%	3
2023 Q3	$28.7M	Sell	73,202 -3,200	-4%	-$1.31M	16.46%	3
2023 Q2	$31.1M	Sell	76,402 -1,944	-2%	-$750K	16.76%	3
2023 Q1	$29.5M	Sell	78,346 -5,571	-7%	-$2.04M	16.19%	3
2022 Q4	$29.5M	Buy	83,917 +16,631	+25%	+$5.88M	14.8%	3
2022 Q3	$22.1M	Buy	67,286 +14,439	+27%	+$5.27M	9.53%	4
2022 Q2	$18.3M	Buy	52,847 +10,527	+25%	+$3.97M	10.23%	4
2022 Q1	$17.6M	Buy	42,320 +37,638	+804%	+$15.4M	8.5%	5
2021 Q4	$2.04M	Buy	+4,682	New	+$1.98M	1.42%	10

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Olympus Wealth Management's VOO Position: Q2 2025 in Review

Olympus Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q2 2025, buying an estimated $12.7M and bringing the position to 113,697 shares worth $64.6M. The position accounts for 21.7% of the portfolio, ranked #2.

Olympus Wealth Management first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Olympus Wealth Management held 113,697 shares of Vanguard S&P 500 ETF worth $64.6M as of Q2 2025.
Olympus Wealth Management bought 24,133 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $12.7M.
Vanguard S&P 500 ETF made up 21.7% of Olympus Wealth Management's portfolio in Q2 2025, its #2 holding.
Olympus Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Olympus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.