One Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

One Wealth Advisors’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
2026 Q1	$1.04M	Hold	1,736	–	–	0.13%	93
2025 Q4	$1.09M	Buy	1,736 +998	+135%	+$620K	0.13%	88
2025 Q3	$452K	Buy	738 +114	+18%	+$67.2K	0.06%	180
2025 Q2	$354K	Buy	624 +13	+2%	+$6.83K	0.05%	201
2025 Q1	$314K	Sell	611 -191	-24%	-$103K	0.05%	205
2024 Q4	$432K	Sell	802 -42	-5%	-$22.7K	0.06%	137
2024 Q3	$447K	Sell	844 -113	-12%	-$57.4K	0.07%	147
2024 Q2	$469K	Buy	957 +153	+19%	+$73.6K	0.1%	104
2024 Q1	$386K	Sell	804 -10	-1%	-$4.58K	0.07%	155
2023 Q4	$356K	Buy	814 +235	+41%	+$96.2K	0.07%	137
2023 Q3	$227K	Sell	579 -11	-2%	-$4.5K	0.05%	168
2023 Q2	$240K	Buy	590 +21	+4%	+$8.1K	0.05%	178
2023 Q1	$214K	Hold	569	–	–	0.05%	183
2022 Q4	$200K	Buy	+569	New	+$201K	0.05%	191
2018 Q4	–	Sell	-60	Closed	-$16K	–	459
2018 Q3	$16K	Buy	+60	New	+$15.7K	0.01%	335
2018 Q1	–	Sell	-307	Closed	-$75K	–	585
2017 Q4	$75K	Buy	+307	New	+$73.4K	0.06%	238

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

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

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