Sonora Investment Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Sonora Investment Management Group’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 Q3	$2.81M	Buy	4,584 +36	+0.8%	+$21.2K	0.2%	86
2025 Q2	$2.58M	Sell	4,548 -162	-3%	-$85.1K	0.19%	91
2025 Q1	$2.42M	Sell	4,710 -291	-6%	-$157K	0.19%	94
2024 Q4	$2.69M	Buy	5,001 +1,005	+25%	+$544K	0.21%	93
2024 Q3	$2.11M	Sell	3,996 -65	-2%	-$33K	0.16%	105
2024 Q2	$1.95M	Hold	4,061	–	–	0.15%	112
2024 Q1	$1.95M	Buy	4,061 +51	+1%	+$23.3K	0.15%	112
2023 Q4	$1.75M	Buy	4,010 +462	+13%	+$189K	0.14%	112
2023 Q3	$1.39M	Buy	3,548 +1	+0%	+$409	0.12%	126
2023 Q2	$1.44M	Buy	3,547 +2,780	+362%	+$1.07M	0.12%	123
2023 Q1	$288K	Sell	767 -2,946	-79%	-$1.08M	0.03%	215
2022 Q4	$1.3M	Buy	+3,713	New	+$1.31M	0.12%	120
2022 Q1	–	Sell	-457	Closed	-$200K	–	234
2021 Q4	$200K	Buy	+457	New	+$193K	0.02%	201

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sonora Investment Management Group's VOO Position: Q3 2025 in Review

Sonora Investment Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.79% in Q3 2025, buying an estimated $21.2K and bringing the position to 4,584 shares worth $2.81M. The position accounts for 0.2% of the portfolio, ranked #86.

Sonora Investment Management Group first reported a position in VOO in Q4 2021 and has held it in 13 quarters since. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

Sonora Investment Management Group held 4,584 shares of Vanguard S&P 500 ETF worth $2.81M as of Q3 2025.
Sonora Investment Management Group bought 36 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $21.2K.
Vanguard S&P 500 ETF made up 0.2% of Sonora Investment Management Group's portfolio in Q3 2025, its #86 holding.
Sonora Investment Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.