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Optimum Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Optimum Investment 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
2025
Q3 		$181K Hold
295
– – 0.07% 199
2025
Q2 		$168K Hold
295
– – 0.07% 195
2025
Q1 		$152K Hold
295
– – 0.07% 199
2024
Q4 		$159K Hold
295
– – 0.07% 201
2024
Q3 		$156K Buy
295
+40
+16% +$20.3K 0.07% 213
2024
Q2 		$128K Hold
255
– – 0.06% 235
2024
Q1 		$123K Buy
255
+21
+9% +$9.61K 0.06% 248
2023
Q4 		$102K Sell
234
-24
-9% -$9.83K 0.05% 260
2023
Q3 		$101K Hold
258
– – 0.05% 263
2023
Q2 		$105K Buy
258
+5
+2% +$1.93K 0.05% 265
2023
Q1 		$95.1K Buy
253
+48
+23% +$17.6K 0.05% 272
2022
Q4 		$72K Sell
205
-15
-7% -$5.3K 0.04% 324
2022
Q3 		$72K Buy
220
+17
+8% +$6.21K 0.04% 327
2022
Q2 		$71K Buy
203
+10
+5% +$3.77K 0.04% 342
2022
Q1 		$80K Sell
193
-153
-44% -$62.6K 0.03% 349
2021
Q4 		$151K Sell
346
-49
-12% -$20.7K 0.06% 277
2021
Q3 		$156K Sell
395
-792
-67% -$321K 0.07% 271
2021
Q2 		$467K Sell
1,187
-2,269
-66% -$871K 0.15% 154
2021
Q1 		$1.26M Buy
3,456
+3
+0.1% +$1.06K 0.37% 60
2020
Q4 		$1.19M Sell
3,453
-18
-0.5% -$5.87K 0.36% 59
2020
Q3 		$1.07M Sell
3,471
-422
-11% -$129K 0.36% 65
2020
Q2 		$1.1M Sell
3,893
-262
-6% -$70.5K 0.38% 59
2020
Q1 		$984K Sell
4,155
-1,508
-27% -$423K 0.4% 60
2019
Q4 		$1.68M Sell
5,663
-81
-1% -$22.9K 0.5% 43
2019
Q3 		$1.57M Sell
5,744
-232
-4% -$63K 0.49% 45
2019
Q2 		$1.61M Buy
5,976
+4
+0.1% +$1.06K 0.52% 46
2019
Q1 		$1.55M Buy
5,972
+2,876
+93% +$718K 0.51% 42
2018
Q4 		$711K Buy
3,096
+256
+9% +$63.4K 0.24% 103
2018
Q3 		$758K Buy
2,840
+147
+5% +$38.5K 0.21% 121
2018
Q2 		$672K Buy
2,693
+345
+15% +$85.6K 0.19% 128
2018
Q1 		$568K Hold
2,348
– – 0.17% 147
2017
Q4 		$576K Sell
2,348
-7
-0.3% -$1.67K 0.18% 146
2017
Q3 		$543K Hold
2,355
– – 0.18% 151
2017
Q2 		$523K Buy
2,355
+35
+2% +$7.7K 0.18% 158
2017
Q1 		$502K Buy
2,320
+200
+9% +$42.7K 0.18% 156
2016
Q4 		$435K Buy
2,120
+95
+5% +$19.1K 0.16% 167
2016
Q3 		$402K Hold
2,025
– – 0.15% 183
2016
Q2 		$389K Sell
2,025
-165
-8% -$31.4K 0.15% 183
2016
Q1 		$413K Sell
2,190
-75
-3% -$13.4K 0.16% 169
2015
Q4 		$423K Sell
2,265
-42
-2% -$7.91K 0.16% 173
2015
Q3 		$405K Buy
+2,307
New +$429K 0.16% 169
2015
Q1 		$439K Sell
2,319
-125
-5% -$23.7K 0.14% 170
2014
Q4 		$460K Hold
2,444
– – 0.15% 162
2014
Q3 		$441K Sell
2,444
-110
-4% -$19.9K 0.15% 157
2014
Q2 		$458K Sell
2,554
-112
-4% -$19.5K 0.15% 159
2014
Q1 		$457K Sell
2,666
-100
-4% -$16.8K 0.17% 142
2013
Q4 		$468K Buy
+2,766
New +$449K 0.18% 138

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Optimum Investment Advisors's VOO Position: Q3 2025 in Review

Optimum Investment Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2025 at 295 shares worth $181K. The position accounts for 0.07% of the portfolio, ranked #199.

Optimum Investment Advisors first reported a position in VOO in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.68M in Q4 2019. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Optimum Investment Advisors held 295 shares of Vanguard S&P 500 ETF worth $181K as of Q3 2025.
  • Optimum Investment Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2025.
  • Vanguard S&P 500 ETF made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #199 holding.
  • Optimum Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 47 quarters since.
  • Optimum Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.68M in Q4 2019.
  • 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.