Wade Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Wade Financial Advisory’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 Q1	$973K	Buy	1,894 +211	+13%	+$114K	0.33%	39
2024 Q4	$907K	Hold	1,683	–	–	0.31%	42
2024 Q3	$888K	Sell	1,683 -9	-0.5%	-$4.58K	0.3%	42
2024 Q2	$846K	Sell	1,692 -1	-0.1%	-$481	0.3%	40
2024 Q1	$814K	Hold	1,693	–	–	0.3%	41
2023 Q4	$740K	Hold	1,693	–	–	0.28%	42
2023 Q3	$665K	Hold	1,693	–	–	0.28%	41
2023 Q2	$690K	Hold	1,693	–	–	0.27%	42
2023 Q1	$637K	Hold	1,693	–	–	0.27%	41
2022 Q4	$595K	Buy	1,693 +205	+14%	+$72.4K	0.27%	45
2022 Q3	$489K	Buy	+1,488	New	+$543K	0.24%	52

Other funds holding VOO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wade Financial Advisory's VOO Position: Q1 2025 in Review

Wade Financial Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2025, buying an estimated $114K and bringing the position to 1,894 shares worth $973K. The position accounts for 0.33% of the portfolio, ranked #39.

Wade Financial Advisory first reported a position in VOO in Q3 2022 and has held it in 11 quarters since. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Wade Financial Advisory held 1,894 shares of Vanguard S&P 500 ETF worth $973K as of Q1 2025.
Wade Financial Advisory bought 211 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $114K.
Vanguard S&P 500 ETF made up 0.33% of Wade Financial Advisory's portfolio in Q1 2025, its #39 holding.
Wade Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 11 quarters since.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.