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Vantage Financial Partners (Wisconsin)’s Vanguard S&P 500 ETF VOO Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$2.52M Buy
4,011
+6
+0.1% +$3.73K 0.51% 33
2025
Q3 		$2.45M Sell
4,005
-53
-1% -$31.2K 0.52% 33
2025
Q2 		$2.31M Sell
4,058
-4,102
-50% -$2.16M 0.53% 31
2025
Q1 		$4.19M Sell
8,160
-1,950
-19% -$1.05M 1.04% 18
2024
Q4 		$5.45M Sell
10,110
-1,313
-11% -$711K 1.36% 14
2024
Q3 		$6.03M Sell
11,423
-1,423
-11% -$723K 1.5% 11
2024
Q2 		$6.42M Sell
12,846
-1,126
-8% -$542K 1.67% 16
2024
Q1 		$6.72M Buy
13,972
+272
+2% +$124K 1.81% 16
2023
Q4 		$5.98M Buy
13,700
+10,037
+274% +$4.11M 1.76% 16
2023
Q3 		$1.44M Buy
3,663
+2,731
+293% +$1.12M 0.57% 24
2023
Q2 		$380K Buy
932
+243
+35% +$93.7K 0.14% 53
2023
Q1 		$259K Buy
689
+66
+11% +$24.2K 0.1% 68
2022
Q4 		$219K Sell
623
-103
-14% -$36.4K 0.13% 55
2022
Q3 		$238K Buy
726
+1
+0.1% +$365 0.16% 46
2022
Q2 		$252K Buy
725
+19
+3% +$7.16K 0.15% 45
2022
Q1 		$293K Buy
706
+90
+15% +$36.8K 0.15% 45
2021
Q4 		$269K Buy
+616
New +$260K 0.11% 45

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 $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s VOO Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Vanguard S&P 500 ETF (VOO) stake by 0.15% in Q4 2025, buying an estimated $3.73K and bringing the position to 4,011 shares worth $2.52M. The position accounts for 0.51% of the portfolio, ranked #33.

Vantage Financial Partners (Wisconsin) first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.72M in Q1 2024. 3,854 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 4,011 shares of Vanguard S&P 500 ETF worth $2.52M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 6 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $3.73K.
  • Vanguard S&P 500 ETF made up 0.51% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #33 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Vanguard S&P 500 ETF position peaked at $6.72M in Q1 2024.
  • 3,854 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.