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

Pineridge 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	$391K	Sell	638 -128	-17%	-$75.4K	0.11%	35
2025 Q2	$435K	Sell	766 -43	-5%	-$22.6K	0.16%	26
2025 Q1	$416K	Sell	809 -352	-30%	-$190K	0.16%	27
2024 Q4	$625K	Sell	1,161 -168	-13%	-$91K	0.24%	27
2024 Q3	$701K	Sell	1,329 -14	-1%	-$7.12K	0.27%	33
2024 Q2	$672K	Sell	1,343 -295	-18%	-$142K	0.23%	34
2024 Q1	$787K	Sell	1,638 -555	-25%	-$254K	0.28%	26
2023 Q4	$958K	Buy	+2,193	New	+$898K	0.32%	25

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

Pineridge Advisors's VOO Position: Q3 2025 in Review

Pineridge Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 17% in Q3 2025, selling an estimated $75.4K and leaving 638 shares worth $391K. The position accounts for 0.11% of the portfolio, ranked #35.

Pineridge Advisors first reported a position in VOO in Q4 2023 and has held it in 8 quarters since. The position peaked at $958K in Q4 2023. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Pineridge Advisors held 638 shares of Vanguard S&P 500 ETF worth $391K as of Q3 2025.
Pineridge Advisors sold 128 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $75.4K.
Vanguard S&P 500 ETF made up 0.11% of Pineridge Advisors's portfolio in Q3 2025, its #35 holding.
Pineridge Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's Vanguard S&P 500 ETF position peaked at $958K in Q4 2023.
3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.