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Sound Financial Strategies Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Sound Financial Strategies 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
Q2 		– Sell
-13
Closed -$6.68K – 103
2025
Q1 		$6.68K Hold
13
– – 0.01% 99
2024
Q4 		$7K Hold
13
– – 0.01% 90
2024
Q3 		$6.86K Hold
13
– – 0.01% 90
2024
Q2 		$6.5K Buy
+13
New +$6.26K 0.01% 89

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

Sound Financial Strategies Group's VOO Position: Q2 2025 in Review

Sound Financial Strategies Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 13 shares — an estimated $6.68K sold.

Sound Financial Strategies Group first reported a position in VOO in Q2 2024 and held it in 4 quarters. The position peaked at $7K in Q4 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Sound Financial Strategies Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Sound Financial Strategies Group sold 13 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $6.68K.
  • Sound Financial Strategies Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and held it in 4 quarters.
  • Sound Financial Strategies Group's Vanguard S&P 500 ETF position peaked at $7K in Q4 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Sound Financial Strategies Group's 13F filing for Q2 2025, filed 6 Aug 2025.