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

Semmax Financial Advisors’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 		$9.3M Buy
15,873
+154
+1% +$80.9K 2.4% 4
2025
Q1 		$8.15M Sell
15,719
-411
-3% -$222K 2.21% 7
2024
Q4 		$9.04M Sell
16,130
-2,857
-15% -$1.55M 2.41% 4
2024
Q3 		$10.4M Buy
18,987
+360
+2% +$183K 2.86% 3
2024
Q2 		$9.28M Buy
18,627
+1,052
+6% +$506K 2.79% 3
2024
Q1 		$8.41M Buy
17,575
+2,008
+13% +$919K 2.77% 3
2023
Q4 		$7.07M Buy
15,567
+2,088
+15% +$855K 2.57% 4
2023
Q3 		$5.45M Buy
+13,479
New +$5.51M 2.18% 8
2022
Q4 		$80K Sell
218
-3
-1% -$1.06K 0.03% 103
2022
Q3 		$77K Hold
221
– – 0.03% 101
2022
Q2 		$85K Hold
221
– – 0.03% 102
2022
Q1 		$92K Buy
221
+3
+1% +$1.23K 0.04% 114
2021
Q4 		$95K Buy
218
+5
+2% +$2.11K 0.04% 112
2021
Q3 		$84K Sell
213
-2,117
-91% -$859K 0.03% 113
2021
Q2 		$917K Hold
2,330
– – 0.29% 81
2021
Q1 		$849K Sell
2,330
-271
-10% -$96.1K 0.3% 84
2020
Q4 		$894K Sell
2,601
-319
-11% -$104K 0.37% 78
2020
Q3 		$898K Sell
2,920
-48
-2% -$14.6K 0.43% 70
2020
Q2 		$841K Hold
2,968
– – 0.44% 68
2020
Q1 		$703K Sell
2,968
-25
-0.8% -$7K 0.45% 66
2019
Q4 		$885K Sell
2,993
-47
-2% -$13.3K 0.49% 59
2019
Q3 		$829K Hold
3,040
– – 0.5% 59
2019
Q2 		$818K Sell
3,040
-1,107
-27% -$293K 0.53% 58
2019
Q1 		$1.08M Sell
4,147
-307
-7% -$76.7K 0.74% 32
2018
Q4 		$1.02M Buy
+4,454
New +$1.1M 0.8% 27

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

Semmax Financial Advisors's VOO Position: Q2 2025 in Review

Semmax Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.98% in Q2 2025, buying an estimated $80.9K and bringing the position to 15,873 shares worth $9.3M. The position accounts for 2.4% of the portfolio, ranked #4.

Semmax Financial Advisors first reported a position in VOO in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.4M in Q3 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Semmax Financial Advisors held 15,873 shares of Vanguard S&P 500 ETF worth $9.3M as of Q2 2025.
  • Semmax Financial Advisors bought 154 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $80.9K.
  • Vanguard S&P 500 ETF made up 2.4% of Semmax Financial Advisors's portfolio in Q2 2025, its #4 holding.
  • Semmax Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Vanguard S&P 500 ETF position peaked at $10.4M in Q3 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.