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Triangle Securities Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Triangle Securities Wealth 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
Q2 		– Sell
-441
Closed -$227K – 213
2025
Q1 		$227K Buy
+441
New +$238K 0.06% 193

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

Triangle Securities Wealth Management's VOO Position: Q2 2025 in Review

Triangle Securities Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 441 shares — an estimated $227K sold.

Triangle Securities Wealth Management first reported a position in VOO in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Triangle Securities Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 441 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $227K.
  • Triangle Securities Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Vanguard S&P 500 ETF position peaked at $227K in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.