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

Schulz 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 Q4	$663K	Buy	+1,057	New	+$657K	0.42%	34

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schulz Wealth's VOO Position: Q4 2025 in Review

Schulz Wealth opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2025: 1,057 shares worth $663K. The stake represents 0.42% of the portfolio and ranks #34 among its holdings.

3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Schulz Wealth held 1,057 shares of Vanguard S&P 500 ETF worth $663K as of Q4 2025.
Vanguard S&P 500 ETF was a new Schulz Wealth position in Q4 2025.
Vanguard S&P 500 ETF made up 0.42% of Schulz Wealth's portfolio in Q4 2025, its #34 holding.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.