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Twelve Points Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Twelve Points 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
Q4 		– Sell
-407
Closed -$249K – 205
2025
Q3 		$249K Sell
407
-11
-3% -$6.48K 0.06% 169
2025
Q2 		$238K Buy
418
+14
+3% +$7.36K 0.06% 168
2025
Q1 		$208K Sell
404
-232
-36% -$125K 0.06% 165
2024
Q4 		$343K Buy
636
+131
+26% +$71K 0.1% 140
2024
Q3 		$267K Sell
505
-219
-30% -$111K 0.08% 158
2024
Q2 		$362K Buy
724
+280
+63% +$135K 0.13% 137
2024
Q1 		$213K Buy
+444
New +$203K 0.08% 158

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Twelve Points Wealth Management's VOO Position: Q4 2025 in Review

Twelve Points Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 407 shares — an estimated $249K sold.

Twelve Points Wealth Management first reported a position in VOO in Q1 2024 and held it in 7 quarters. The position peaked at $362K in Q2 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Twelve Points Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Twelve Points Wealth Management sold 407 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $249K.
  • Twelve Points Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and held it in 7 quarters.
  • Twelve Points Wealth Management's Vanguard S&P 500 ETF position peaked at $362K in Q2 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Twelve Points Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.