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

Safeguard Financial’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
Q1 		$5.61M Sell
10,923
-466
-4% -$252K 1.23% 10
2024
Q4 		$6.14M Buy
11,389
+3,546
+45% +$1.92M 1.33% 9
2024
Q3 		$4.14M Buy
7,843
+129
+2% +$65.6K 0.98% 10
2024
Q2 		$3.86M Buy
7,714
+1,209
+19% +$582K 1.07% 10
2024
Q1 		$3.13M Sell
6,505
-499
-7% -$228K 1.02% 12
2023
Q4 		$3.06M Sell
7,004
-199
-3% -$81.5K 1.16% 12
2023
Q3 		$2.83M Buy
7,203
+1,535
+27% +$628K 1.36% 12
2023
Q2 		$2.31M Buy
5,668
+2,131
+60% +$822K 1.11% 12
2023
Q1 		$1.33M Buy
3,537
+944
+36% +$346K 0.81% 19
2022
Q4 		$911K Buy
2,593
+1,122
+76% +$396K 0.65% 28
2022
Q3 		$483K Buy
1,471
+368
+33% +$134K 0.45% 34
2022
Q2 		$382K Buy
1,103
+131
+13% +$49.4K 0.46% 34
2022
Q1 		$404K Buy
+972
New +$398K 0.6% 31

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Safeguard Financial's VOO Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 4.1% in Q1 2025, selling an estimated $252K and leaving 10,923 shares worth $5.61M. The position accounts for 1.23% of the portfolio, ranked #10.

Safeguard Financial first reported a position in VOO in Q1 2022 and has held it in 13 quarters since. The position peaked at $6.14M in Q4 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Safeguard Financial held 10,923 shares of Vanguard S&P 500 ETF worth $5.61M as of Q1 2025.
  • Safeguard Financial sold 466 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $252K.
  • Vanguard S&P 500 ETF made up 1.23% of Safeguard Financial's portfolio in Q1 2025, its #10 holding.
  • Safeguard Financial first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Vanguard S&P 500 ETF position peaked at $6.14M in Q4 2024.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.