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Vaughan David Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Vaughan David Investments’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
-391
Closed -$239K – 233
2025
Q3 		$239K Buy
+391
New +$230K 0.01% 214
2025
Q1 		– Sell
-711
Closed -$383K – 220
2024
Q4 		$383K Buy
711
+37
+5% +$20K 0.01% 171
2024
Q3 		$356K Buy
674
+1
+0.1% +$508 0.01% 175
2024
Q2 		$336K Sell
673
-13
-2% -$6.26K 0.01% 170
2024
Q1 		$330K Buy
+686
New +$314K 0.01% 180
2023
Q3 		– Sell
-920
Closed -$375K – 204
2023
Q2 		$375K Buy
920
+220
+31% +$84.9K 0.01% 164
2023
Q1 		$263K Sell
700
-508
-42% -$186K 0.01% 180
2022
Q4 		$424K Sell
1,208
-98
-8% -$34.6K 0.01% 154
2022
Q3 		$429K Buy
1,306
+98
+8% +$35.8K 0.01% 152
2022
Q2 		$419K Hold
1,208
– – 0.01% 151
2022
Q1 		$502K Hold
1,208
– – 0.01% 145
2021
Q4 		$527K Hold
1,208
– – 0.02% 148
2021
Q3 		$476K Sell
1,208
-5,127
-81% -$2.08M 0.02% 148
2021
Q2 		$2.49M Buy
6,335
+525
+9% +$202K 0.08% 106
2021
Q1 		$2.12M Sell
5,810
-788
-12% -$279K 0.07% 103
2020
Q4 		$2.27M Buy
6,598
+5,020
+318% +$1.64M 0.08% 99
2020
Q3 		$485K Hold
1,578
– – 0.02% 133
2020
Q2 		$447K Sell
1,578
-1,489
-49% -$401K 0.02% 136
2020
Q1 		$726K Hold
3,067
– – 0.03% 115
2019
Q4 		$907K Hold
3,067
– – 0.03% 117
2019
Q3 		$836K Hold
3,067
– – 0.03% 123
2019
Q2 		$825K Hold
3,067
– – 0.03% 119
2019
Q1 		$796K Sell
3,067
-800
-21% -$200K 0.03% 123
2018
Q4 		$889K Buy
3,867
+800
+26% +$198K 0.04% 112
2018
Q3 		$819K Hold
3,067
– – 0.03% 112
2018
Q2 		$765K Hold
3,067
– – 0.04% 112
2018
Q1 		$742K Hold
3,067
– – 0.04% 113
2017
Q4 		$752K Buy
+3,067
New +$733K 0.03% 111

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

Vaughan David Investments's VOO Position: Q4 2025 in Review

Vaughan David Investments sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 391 shares — an estimated $239K sold.

Vaughan David Investments first reported a position in VOO in Q4 2017 and held it in 28 quarters. The position peaked at $2.49M in Q2 2021. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Vaughan David Investments reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Vaughan David Investments sold 391 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $239K.
  • Vaughan David Investments first reported a position in Vanguard S&P 500 ETF in Q4 2017 and held it in 28 quarters.
  • Vaughan David Investments's Vanguard S&P 500 ETF position peaked at $2.49M in Q2 2021.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Vaughan David Investments's 13F filing for Q4 2025, filed 12 Feb 2026.