Tyler-Stone Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Tyler-Stone 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	$2.2M	Buy	3,869 +12	+0.3%	+$6.31K	0.35%	55
2025 Q1	$1.98M	Sell	3,857 -40	-1%	-$21.6K	0.36%	60
2024 Q4	$2.1M	Buy	3,897 +113	+3%	+$61.2K	0.37%	52
2024 Q3	$2M	Buy	3,784 +1,892	+100%	+$962K	0.38%	54
2024 Q2	$946K	Sell	1,892 -186	-9%	-$89.5K	0.39%	47
2024 Q1	$999K	Sell	2,078 -434	-17%	-$199K	0.44%	43
2023 Q4	$1.1M	Sell	2,512 -1,545	-38%	-$633K	0.55%	39
2023 Q3	$1.59M	Sell	4,057 -28	-0.7%	-$11.4K	0.91%	28
2023 Q2	$1.66M	Buy	+4,085	New	+$1.58M	0.94%	25
2022 Q4	$1.4M	Buy	3,987 +22	+0.6%	+$7.77K	0.95%	24
2022 Q3	$1.3M	Buy	3,965 +101	+3%	+$36.9K	0.99%	21
2022 Q2	$1.34M	Buy	3,864 +17	+0.4%	+$6.4K	0.89%	27
2022 Q1	$1.6M	Buy	3,847 +190	+5%	+$77.8K	0.88%	27
2021 Q4	$1.6M	Buy	+3,657	New	+$1.54M	0.84%	28

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Tyler-Stone Wealth Management's VOO Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.31% in Q2 2025, buying an estimated $6.31K and bringing the position to 3,869 shares worth $2.2M. The position accounts for 0.35% of the portfolio, ranked #55.

Tyler-Stone Wealth Management first reported a position in VOO in Q4 2021 and has held it in 14 quarters since. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Tyler-Stone Wealth Management held 3,869 shares of Vanguard S&P 500 ETF worth $2.2M as of Q2 2025.
Tyler-Stone Wealth Management bought 12 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $6.31K.
Vanguard S&P 500 ETF made up 0.35% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #55 holding.
Tyler-Stone Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.