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

PBMares 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 Q3	$2.5M	Buy	4,076 +685	+20%	+$404K	0.4%	34
2025 Q2	$1.93M	Sell	3,391 -295	-8%	-$155K	0.35%	38
2025 Q1	$1.89M	Buy	3,686 +531	+17%	+$287K	0.38%	39
2024 Q4	$1.7M	Buy	3,155 +46	+1%	+$24.9K	0.35%	43
2024 Q3	$1.64M	Buy	3,109 +472	+18%	+$240K	0.34%	43
2024 Q2	$1.32M	Sell	2,637 -17	-0.6%	-$8.18K	0.32%	48
2024 Q1	$1.28M	Buy	2,654 +1,119	+73%	+$512K	0.33%	51
2023 Q4	$671K	Buy	+1,535	New	+$628K	0.2%	77
2020 Q1	–	Sell	-2,034	Closed	-$602K	–	131
2019 Q4	$602K	Buy	+2,034	New	+$575K	0.72%	43

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

PBMares Wealth Management's VOO Position: Q3 2025 in Review

PBMares Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q3 2025, buying an estimated $404K and bringing the position to 4,076 shares worth $2.5M. The position accounts for 0.4% of the portfolio, ranked #34.

PBMares Wealth Management first reported a position in VOO in Q4 2019 and has held it in 9 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

PBMares Wealth Management held 4,076 shares of Vanguard S&P 500 ETF worth $2.5M as of Q3 2025.
PBMares Wealth Management bought 685 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $404K.
Vanguard S&P 500 ETF made up 0.4% of PBMares Wealth Management's portfolio in Q3 2025, its #34 holding.
PBMares Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 9 quarters since.
3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.