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WMS Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

WMS Partners’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
Q1 		– Sell
-5,631
Closed -$3.03M – 273
2024
Q4 		$3.03M Buy
5,631
+189
+3% +$102K 0.17% 55
2024
Q3 		$2.87M Buy
5,442
+1,361
+33% +$692K 0.16% 58
2024
Q2 		$2.04M Sell
4,081
-130
-3% -$62.6K 0.13% 64
2024
Q1 		$2.02M Sell
4,211
-4
-0.1% -$1.83K 0.14% 64
2023
Q4 		$1.84M Sell
4,215
-19
-0.4% -$7.78K 0.14% 65
2023
Q3 		$1.66M Sell
4,234
-105
-2% -$42.9K 0.13% 71
2023
Q2 		$1.77M Buy
4,339
+283
+7% +$109K 0.14% 67
2023
Q1 		$1.53M Sell
4,056
-10
-0.2% -$3.67K 0.13% 75
2022
Q4 		$1.43M Sell
4,066
-79
-2% -$27.9K 0.14% 78
2022
Q3 		$1.36M Buy
4,145
+3,084
+291% +$1.13M 0.18% 67
2022
Q2 		$368K Hold
1,061
– – 0.06% 168
2022
Q1 		$441K Buy
+1,061
New +$434K 0.06% 147
2021
Q4 		– Sell
-965
Closed -$381K – 288
2021
Q3 		$381K Buy
965
+81
+9% +$32.9K 0.06% 184
2021
Q2 		$348K Buy
884
+90
+11% +$34.5K 0.05% 184
2021
Q1 		$289K Buy
+794
New +$282K 0.07% 179

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

WMS Partners's VOO Position: Q1 2025 in Review

WMS Partners sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 5,631 shares — an estimated $3.03M sold.

WMS Partners first reported a position in VOO in Q1 2021 and held it in 15 quarters. The position peaked at $3.03M in Q4 2024. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • WMS Partners reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 5,631 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $3.03M.
  • WMS Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and held it in 15 quarters.
  • WMS Partners's Vanguard S&P 500 ETF position peaked at $3.03M in Q4 2024.
  • 3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.