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Wealthstream Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealthstream Advisors’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
Q3 		$3.81M Sell
6,214
-399
-6% -$235K 0.58% 20
2025
Q2 		$3.76M Sell
6,613
-16
-0.2% -$8.41K 0.62% 20
2025
Q1 		$3.41M Buy
6,629
+191
+3% +$103K 0.64% 18
2024
Q4 		$3.47M Buy
6,438
+259
+4% +$140K 0.64% 18
2024
Q3 		$3.26M Buy
6,179
+17
+0.3% +$8.64K 0.59% 19
2024
Q2 		$3.08M Hold
6,162
– – 1.13% 17
2024
Q1 		$2.96M Buy
6,162
+2
+0% +$915 1.12% 16
2023
Q4 		$2.69M Buy
6,160
+1,809
+42% +$741K 1.11% 16
2023
Q3 		$1.71M Sell
4,351
-82
-2% -$33.5K 0.88% 19
2023
Q2 		$1.81M Hold
4,433
– – 0.95% 19
2023
Q1 		$1.67M Buy
4,433
+12
+0.3% +$4.4K 1% 18
2022
Q4 		$1.55M Buy
4,421
+28
+0.6% +$9.89K 1.01% 16
2022
Q3 		$1.44M Buy
4,393
+164
+4% +$59.9K 1.55% 12
2022
Q2 		$1.47M Hold
4,229
– – 1.48% 13
2022
Q1 		$1.76M Buy
4,229
+9
+0.2% +$3.68K 1.54% 13
2021
Q4 		$1.84M Buy
+4,220
New +$1.78M 1.57% 11

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthstream Advisors's VOO Position: Q3 2025 in Review

Wealthstream Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6% in Q3 2025, selling an estimated $235K and leaving 6,214 shares worth $3.81M. The position accounts for 0.58% of the portfolio, ranked #20.

Wealthstream Advisors first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Wealthstream Advisors held 6,214 shares of Vanguard S&P 500 ETF worth $3.81M as of Q3 2025.
  • Wealthstream Advisors sold 399 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $235K.
  • Vanguard S&P 500 ETF made up 0.58% of Wealthstream Advisors's portfolio in Q3 2025, its #20 holding.
  • Wealthstream Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.