Stuart Chaussee & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-505	Closed	-$309K	–	149
2025 Q3	$309K	Hold	505	–	–	0.07%	40
2025 Q2	$287K	Hold	505	–	–	0.06%	40
2025 Q1	$260K	Sell	505 -36	-7%	-$19.5K	0.06%	35
2024 Q4	$292K	Buy	541 +260	+93%	+$141K	0.07%	32
2024 Q3	$148K	Hold	281	–	–	0.04%	38
2024 Q2	$141K	Hold	281	–	–	0.04%	37
2024 Q1	$135K	Hold	281	–	–	0.04%	36
2023 Q4	$123K	Hold	281	–	–	0.04%	37
2023 Q3	$110K	Hold	281	–	–	0.04%	32
2023 Q2	$114K	Buy	281 +167	+146%	+$64.4K	0.04%	31
2023 Q1	$42.9K	Hold	114	–	–	0.01%	46
2022 Q4	$40.1K	Buy	114 +78	+217%	+$27.6K	0.01%	49
2022 Q3	$12K	Hold	36	–	–	0.03%	83
2022 Q2	$12K	Hold	36	–	–	0.03%	89
2022 Q1	$15K	Hold	36	–	–	0.01%	99
2021 Q4	$16K	Hold	36	–	–	0.01%	95
2021 Q3	$14K	Hold	36	–	–	0.02%	86
2021 Q2	$14K	Buy	+36	New	+$13.8K	0.01%	95

Other funds holding VOO

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

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

Stuart Chaussee & Associates's VOO Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 505 shares — an estimated $309K sold.

Stuart Chaussee & Associates first reported a position in VOO in Q2 2021 and held it in 18 quarters. The position peaked at $309K in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 505 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $309K.
Stuart Chaussee & Associates first reported a position in Vanguard S&P 500 ETF in Q2 2021 and held it in 18 quarters.
Stuart Chaussee & Associates's Vanguard S&P 500 ETF position peaked at $309K in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.