Taurus Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Taurus Asset Management’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	$889K	Sell	1,730 -185	-10%	-$100K	0.09%	60
2024 Q4	$1.03M	Sell	1,915 -175	-8%	-$94.8K	0.1%	56
2024 Q3	$1.1M	Sell	2,090 -395	-16%	-$201K	0.11%	56
2024 Q2	$1.24M	Sell	2,485 -450	-15%	-$217K	0.13%	50
2024 Q1	$1.41M	Hold	2,935	–	–	0.14%	47
2023 Q4	$1.28M	Buy	2,935 +600	+26%	+$246K	0.14%	48
2023 Q3	$917K	Sell	2,335 -700	-23%	-$286K	0.11%	52
2023 Q2	$1.24M	Sell	3,035 -425	-12%	-$164K	0.14%	48
2023 Q1	$1.3M	Buy	3,460 +1,900	+122%	+$697K	0.16%	49
2022 Q4	$548K	Hold	1,560	–	–	0.07%	62
2022 Q3	$512K	Buy	1,560 +260	+20%	+$95K	0.07%	57
2022 Q2	$451K	Hold	1,300	–	–	0.06%	65
2022 Q1	$540K	Hold	1,300	–	–	0.05%	66
2021 Q4	$568K	Hold	1,300	–	–	0.05%	66
2021 Q3	$513K	Hold	1,300	–	–	0.05%	69
2021 Q2	$512K	Hold	1,300	–	–	0.05%	69
2021 Q1	$474K	Sell	1,300 -52	-4%	-$18.4K	0.05%	65
2020 Q4	$465K	Hold	1,352	–	–	0.06%	64
2020 Q3	$416K	Buy	1,352 +52	+4%	+$15.8K	0.05%	67
2020 Q2	$368K	Hold	1,300	–	–	0.05%	69
2020 Q1	$308K	Hold	1,300	–	–	0.05%	72
2019 Q4	$385K	Hold	1,300	–	–	0.05%	73
2019 Q3	$354K	Hold	1,300	–	–	0.05%	71
2019 Q2	$350K	Hold	1,300	–	–	0.05%	72
2019 Q1	$337K	Hold	1,300	–	–	0.05%	73
2018 Q4	$299K	Hold	1,300	–	–	0.05%	77
2018 Q3	$347K	Hold	1,300	–	–	0.05%	80
2018 Q2	$324K	Hold	1,300	–	–	0.05%	80
2018 Q1	$315K	Buy	+1,300	New	+$326K	0.05%	85

Other funds holding VOO

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

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

Taurus Asset Management's VOO Position: Q1 2025 in Review

Taurus Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 9.7% in Q1 2025, selling an estimated $100K and leaving 1,730 shares worth $889K. The position accounts for 0.09% of the portfolio, ranked #60.

Taurus Asset Management first reported a position in VOO in Q1 2018 and has held it in 29 quarters since. The position peaked at $1.41M in Q1 2024. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Taurus Asset Management held 1,730 shares of Vanguard S&P 500 ETF worth $889K as of Q1 2025.
Taurus Asset Management sold 185 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $100K.
Vanguard S&P 500 ETF made up 0.09% of Taurus Asset Management's portfolio in Q1 2025, its #60 holding.
Taurus Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 29 quarters since.
Taurus Asset Management's Vanguard S&P 500 ETF position peaked at $1.41M in Q1 2024.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.