RW
VOO icon

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

REDW Wealth’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
Q2 		– Sell
-1,198
Closed -$616K – 109
2025
Q1 		$616K Hold
1,198
– – 0.23% 53
2024
Q4 		$645K Sell
1,198
-225
-16% -$122K 0.22% 56
2024
Q3 		$751K Hold
1,423
– – 0.19% 68
2024
Q2 		$712K Buy
1,423
+25
+2% +$12K 0.19% 68
2024
Q1 		$672K Buy
1,398
+64
+5% +$29.3K 0.18% 69
2023
Q4 		$583K Hold
1,334
– – 0.17% 71
2023
Q3 		$524K Hold
1,334
– – 0.16% 74
2023
Q2 		$543K Sell
1,334
-28
-2% -$10.8K 0.16% 75
2023
Q1 		$512K Buy
1,362
+28
+2% +$10.3K 0.16% 78
2022
Q4 		$469K Buy
+1,334
New +$471K 0.16% 73
2022
Q2 		– Sell
-503
Closed -$209K – 131
2022
Q1 		$209K Buy
+503
New +$206K 0.06% 116

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

REDW Wealth's VOO Position: Q2 2025 in Review

REDW Wealth sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 1,198 shares — an estimated $616K sold.

REDW Wealth first reported a position in VOO in Q1 2022 and held it in 11 quarters. The position peaked at $751K in Q3 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • REDW Wealth reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • REDW Wealth sold 1,198 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $616K.
  • REDW Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2022 and held it in 11 quarters.
  • REDW Wealth's Vanguard S&P 500 ETF position peaked at $751K in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on REDW Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.