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Richard W. Paul & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Richard W. Paul & Associates’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
-6
Closed -$3.15K – 357
2025
Q1 		$3.15K Sell
6
-36
-86% -$19.5K ﹤0.01% 270
2024
Q4 		$22.8K Buy
42
+36
+600% +$19.5K 0.01% 247
2024
Q3 		$3.21K Hold
6
– – ﹤0.01% 381
2024
Q2 		$3.03K Sell
6
-1
-14% -$481 ﹤0.01% 385
2024
Q1 		$3.39K Sell
7
-1
-13% -$458 ﹤0.01% 383
2023
Q4 		$3.51K Buy
+8
New +$3.27K ﹤0.01% 374

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

Richard W. Paul & Associates's VOO Position: Q2 2025 in Review

Richard W. Paul & Associates sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 6 shares — an estimated $3.15K sold.

Richard W. Paul & Associates first reported a position in VOO in Q4 2023 and held it in 6 quarters. The position peaked at $22.8K in Q4 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Richard W. Paul & Associates reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 6 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $3.15K.
  • Richard W. Paul & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2023 and held it in 6 quarters.
  • Richard W. Paul & Associates's Vanguard S&P 500 ETF position peaked at $22.8K in Q4 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Richard W. Paul & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.