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Putney Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Putney Financial Group’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 		– Sell
-132
Closed -$75K – 274
2025
Q2 		$75K Buy
132
+54
+69% +$28.4K 0.08% 110
2025
Q1 		$40.1K Hold
78
– – 0.04% 130
2024
Q4 		$42K Buy
+78
New +$42.2K 0.04% 142

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

Putney Financial Group's VOO Position: Q3 2025 in Review

Putney Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q3 2025, closing a stake of 132 shares — an estimated $75K sold.

Putney Financial Group first reported a position in VOO in Q4 2024 and held it in 3 quarters. The position peaked at $75K in Q2 2025. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Putney Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 132 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $75K.
  • Putney Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Vanguard S&P 500 ETF position peaked at $75K in Q2 2025.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.