SWTS
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Stonehaven Wealth & Tax Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Stonehaven Wealth & Tax Solutions’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
Q1 		– Sell
-1,005
Closed -$542K – 90
2024
Q4 		$542K Buy
+1,005
New +$544K 0.59% 45

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's VOO Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 1,005 shares — an estimated $542K sold.

Stonehaven Wealth & Tax Solutions first reported a position in VOO in Q4 2024 and held it in 1 quarter. The position peaked at $542K in Q4 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,005 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $542K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Vanguard S&P 500 ETF position peaked at $542K in Q4 2024.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.