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

Simplicity 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
2026 Q1	$57.8M	Buy	96,791 +1,742	+2%	+$1.09M	3.28%	2
2025 Q4	$59.6M	Sell	95,049 -6,793	-7%	-$4.22M	3.55%	2
2025 Q3	$62.4M	Sell	101,842 -19,079	-16%	-$11.2M	3.61%	2
2025 Q2	$68.7M	Buy	120,921 +27,385	+29%	+$14.4M	2.86%	3
2025 Q1	$48.1M	Buy	93,536 +13,160	+16%	+$7.11M	3.74%	2
2024 Q4	$43.3M	Sell	80,376 -895	-1%	-$485K	9.03%	1
2024 Q3	$42.9M	Sell	81,271 -29,715	-27%	-$15.1M	3.97%	3
2024 Q2	$55.5M	Sell	110,986 -24,839	-18%	-$12M	1.25%	14
2024 Q1	$65.3M	Buy	135,825 +128,746	+1,819%	+$58.9M	1.56%	10
2023 Q4	$3.09M	Buy	7,079 +2,467	+53%	+$1.01M	1.2%	20
2023 Q3	$1.81M	Buy	4,612 +537	+13%	+$220K	1.06%	24
2023 Q2	$1.66M	Buy	4,075 +11	+0.3%	+$4.24K	1.03%	21
2023 Q1	$1.53M	Sell	4,064 -2,274	-36%	-$834K	1.02%	22
2022 Q4	$2.23M	Buy	6,338 +5,135	+427%	+$1.81M	1.97%	16
2022 Q3	$395K	Buy	+1,203	New	+$439K	0.53%	49

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return