OWA
VOO icon

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

Outlook 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 		$265K Hold
444
– – 0.06% 272
2025
Q4 		$278K Sell
444
-7
-2% -$4.35K 0.06% 252
2025
Q3 		$276K Hold
451
– – 0.07% 248
2025
Q2 		$256K Buy
+451
New +$237K 0.07% 244
2020
Q2 		– Sell
-12,086
Closed -$2.86M – 180
2020
Q1 		$2.86M Sell
12,086
-390
-3% -$109K 1.62% 17
2019
Q4 		$3.69M Buy
12,476
+669
+6% +$189K 2.08% 11
2019
Q3 		$3.22M Buy
11,807
+3,920
+50% +$1.06M 1.92% 9
2019
Q2 		$2.12M Buy
7,887
+2,069
+36% +$547K 1.4% 15
2019
Q1 		$1.51M Buy
5,818
+5,050
+658% +$1.26M 1.24% 16
2018
Q4 		$1.76M Buy
+768
New +$190K 0.8% 27

Other funds holding VOO

VGA
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
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 $761B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return