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

Palo Alto 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
2025 Q3	$316K	Buy	503 +27	+6%	+$15.9K	0.09%	49
2025 Q2	$271K	Hold	476	–	–	0.1%	45
2025 Q1	$257K	Sell	476 -52	-10%	-$28.1K	0.1%	47
2024 Q4	$285K	Sell	528 -66	-11%	-$35.7K	0.1%	45
2024 Q3	$319K	Buy	594 +1	+0.2%	+$508	0.13%	40
2024 Q2	$297K	Sell	593 -111	-16%	-$53.4K	0.21%	34
2024 Q1	$338K	Buy	704 +123	+21%	+$56.3K	0.24%	34
2023 Q4	$254K	Sell	581 -46	-7%	-$18.8K	0.19%	38
2023 Q3	$247K	Hold	627	–	–	0.21%	37
2023 Q2	$256K	Hold	627	–	–	0.2%	36
2023 Q1	$236K	Hold	627	–	–	0.19%	39
2022 Q4	$220K	Buy	+627	New	+$222K	0.19%	40

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

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

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

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

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

Palo Alto Wealth Advisors's VOO Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.7% in Q3 2025, buying an estimated $15.9K and bringing the position to 503 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #49.

Palo Alto Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 12 quarters since. The position peaked at $338K in Q1 2024. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Palo Alto Wealth Advisors held 503 shares of Vanguard S&P 500 ETF worth $316K as of Q3 2025.
Palo Alto Wealth Advisors bought 27 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $15.9K.
Vanguard S&P 500 ETF made up 0.09% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #49 holding.
Palo Alto Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
Palo Alto Wealth Advisors's Vanguard S&P 500 ETF position peaked at $338K in Q1 2024.
3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.