Wellington Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Wellington Capital Management’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	$332K	Buy	+585	New	+$307K	0.5%	68

Other funds holding VOO

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

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

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wellington Capital Management's VOO Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2025: 585 shares worth $332K. The stake represents 0.5% of the portfolio and ranks #68 among its holdings.

3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Wellington Capital Management held 585 shares of Vanguard S&P 500 ETF worth $332K as of Q2 2025.
Vanguard S&P 500 ETF was a new Wellington Capital Management position in Q2 2025.
Vanguard S&P 500 ETF made up 0.5% of Wellington Capital Management's portfolio in Q2 2025, its #68 holding.
3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.