Wealth Management Resources’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealth Management Resources’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	-3,398	Closed	-$2.08M	–	32
2025 Q3	$2.08M	Buy	3,398 +198	+6%	+$117K	0.67%	22
2025 Q2	$1.82M	Sell	3,200 -920	-22%	-$484K	0.62%	22
2025 Q1	$2.12M	Hold	4,120	–	–	0.77%	21
2024 Q4	$2.22M	Buy	4,120 +341	+9%	+$185K	0.82%	22
2024 Q3	$1.99M	Buy	3,779 +576	+18%	+$293K	0.8%	20
2024 Q2	$1.51M	Buy	3,203 +1,063	+50%	+$512K	0.65%	22
2024 Q1	$1.51M	Sell	2,140 -504	-19%	-$231K	0.65%	24
2023 Q4	$1.16M	Buy	2,644 +211	+9%	+$86.4K	0.54%	25
2023 Q3	$979K	Hold	2,433	–	–	0.47%	25
2023 Q2	$991K	Buy	2,433 +1,635	+205%	+$631K	0.58%	22
2023 Q1	$300K	Sell	798 -1,225	-61%	-$449K	0.18%	43
2022 Q4	$711K	Hold	2,023	–	–	0.46%	27
2022 Q3	$664K	Hold	2,023	–	–	0.44%	25
2022 Q2	$702K	Hold	2,023	–	–	0.43%	25
2022 Q1	$840K	Hold	2,023	–	–	0.58%	23
2021 Q4	$883K	Buy	+2,023	New	+$854K	0.57%	24

Other funds holding VOO

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Management Resources's VOO Position: Q4 2025 in Review

Wealth Management Resources sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 3,398 shares — an estimated $2.08M sold.

Wealth Management Resources first reported a position in VOO in Q4 2021 and held it in 16 quarters. The position peaked at $2.22M in Q4 2024. 3,847 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Wealth Management Resources reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Wealth Management Resources sold 3,398 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $2.08M.
Wealth Management Resources first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 16 quarters.
Wealth Management Resources's Vanguard S&P 500 ETF position peaked at $2.22M in Q4 2024.
3,847 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Wealth Management Resources's 13F filing for Q4 2025, filed 30 Jan 2026.