WFA Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

WFA Asset 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 Q3	$146K	Buy	277 +8	+3%	+$4.72K	0.08%	65
2025 Q2	$134K	Buy	269 +18	+7%	+$9.46K	0.08%	64
2025 Q1	$121K	Sell	251 -13	-5%	-$7.03K	0.06%	71
2024 Q4	$142K	Sell	264 -13	-5%	-$7.04K	0.08%	70
2024 Q3	$146K	Buy	277 +8	+3%	+$4.07K	0.08%	65
2024 Q2	$134K	Buy	269 +18	+7%	+$8.66K	0.08%	64
2024 Q1	$121K	Buy	251 +47	+23%	+$21.5K	0.06%	71
2023 Q4	$89.1K	Buy	204 +1	+0.5%	+$409	0.05%	71
2023 Q3	$79.7K	Buy	203 +14	+7%	+$5.72K	0.05%	79
2023 Q2	$76.9K	Sell	189 -30	-14%	-$11.6K	0.05%	78
2023 Q1	$82.3K	Buy	219 +1	+0.5%	+$367	0.05%	79
2022 Q4	$76.7K	Buy	218 +123	+129%	+$43.5K	0.05%	80
2022 Q3	$31.3K	Buy	95 +22	+30%	+$8.04K	0.02%	106
2022 Q2	$25.4K	Sell	73 -31	-30%	-$11.7K	0.02%	119
2022 Q1	$43K	Buy	104 +1	+1%	+$409	0.03%	100
2021 Q4	$45.1K	Buy	+103	New	+$43.5K	0.03%	101

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

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

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

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

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

WFA Asset Management's VOO Position: Q3 2025 in Review

WFA Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q3 2025, buying an estimated $4.72K and bringing the position to 277 shares worth $146K. The position accounts for 0.08% of the portfolio, ranked #65.

WFA Asset Management first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

WFA Asset Management held 277 shares of Vanguard S&P 500 ETF worth $146K as of Q3 2025.
WFA Asset Management bought 8 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $4.72K.
Vanguard S&P 500 ETF made up 0.08% of WFA Asset Management's portfolio in Q3 2025, its #65 holding.
WFA Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.