Wolf Group Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wolf Group Capital 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 Q1	$691K	Buy	1,344 +319	+31%	+$172K	0.23%	99
2024 Q4	$417K	Hold	1,025	–	–	0.2%	86
2024 Q3	$417K	Sell	1,025 -20	-2%	-$10.2K	0.2%	87
2024 Q2	$523K	Buy	1,045 +20	+2%	+$9.62K	0.21%	91
2024 Q1	$417K	Hold	1,025	–	–	0.2%	87
2023 Q4	$417K	Hold	1,025	–	–	0.2%	88
2023 Q3	$403K	Hold	1,025	–	–	0.19%	89
2023 Q2	$397K	Hold	1,025	–	–	0.2%	88
2023 Q1	$385K	Hold	1,025	–	–	0.19%	88
2022 Q4	$360K	Buy	+1,025	New	+$362K	0.17%	95
2022 Q2	–	Sell	-2,363	Closed	-$981K	–	119
2022 Q1	$981K	Sell	2,363 -5,338	-69%	-$2.19M	0.5%	63
2021 Q4	$3.36M	Buy	7,701 +5,134	+200%	+$2.17M	0.55%	61
2021 Q3	$1.01M	Sell	2,567 -28	-1%	-$11.4K	0.55%	62
2021 Q2	$1.02M	Hold	2,595	–	–	0.55%	62
2021 Q1	$945K	Buy	2,595 +70	+3%	+$24.8K	0.54%	61
2020 Q4	$868K	Sell	2,525 -200	-7%	-$65.2K	0.54%	60
2020 Q3	$838K	Sell	2,725 -45	-2%	-$13.7K	0.58%	59
2020 Q2	$785K	Buy	+2,770	New	+$746K	0.59%	56

Other funds holding VOO

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

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

Wolf Group Capital Advisors's VOO Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q1 2025, buying an estimated $172K and bringing the position to 1,344 shares worth $691K. The position accounts for 0.23% of the portfolio, ranked #99.

Wolf Group Capital Advisors first reported a position in VOO in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.36M in Q4 2021. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Wolf Group Capital Advisors held 1,344 shares of Vanguard S&P 500 ETF worth $691K as of Q1 2025.
Wolf Group Capital Advisors bought 319 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $172K.
Vanguard S&P 500 ETF made up 0.23% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #99 holding.
Wolf Group Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 18 quarters since.
Wolf Group Capital Advisors's Vanguard S&P 500 ETF position peaked at $3.36M in Q4 2021.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.