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Wallace Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Wallace Advisory Group’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 		– Sell
-1,565
Closed -$843K – 196
2025
Q1 		$843K Buy
+1,565
New +$846K 0.58% 44

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wallace Advisory Group's VOO Position: Q2 2025 in Review

Wallace Advisory Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 1,565 shares — an estimated $843K sold.

Wallace Advisory Group first reported a position in VOO in Q1 2025 and held it in 1 quarter. The position peaked at $843K in Q1 2025. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Wallace Advisory Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 1,565 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $843K.
  • Wallace Advisory Group first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 1 quarter.
  • Wallace Advisory Group's Vanguard S&P 500 ETF position peaked at $843K in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Wallace Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.