XF
VOO icon

XML Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

XML Financial’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
2026
Q1 		$5.37M Sell
8,980
-89
-1% -$55.7K 0.43% 63
2025
Q4 		$5.69M Buy
9,069
+1,388
+18% +$863K 0.46% 58
2025
Q3 		$4.7M Buy
7,681
+1,242
+19% +$732K 0.38% 70
2025
Q2 		$3.66M Buy
6,439
+468
+8% +$246K 0.32% 80
2025
Q1 		$3.07M Buy
5,971
+153
+3% +$82.7K 0.29% 84
2024
Q4 		$3.13M Buy
5,818
+2,712
+87% +$1.47M 0.29% 87
2024
Q3 		$1.64M Buy
3,106
+1,356
+77% +$689K 0.15% 133
2024
Q2 		$875K Buy
1,750
+106
+6% +$51K 0.09% 176
2024
Q1 		$790K Buy
1,644
+257
+19% +$118K 0.08% 185
2023
Q4 		$606K Buy
1,387
+71
+5% +$29.1K 0.06% 197
2023
Q3 		$517K Buy
1,316
+70
+6% +$28.6K 0.06% 203
2023
Q2 		$508K Buy
1,246
+95
+8% +$36.6K 0.06% 215
2023
Q1 		$433K Buy
1,151
+57
+5% +$20.9K 0.05% 222
2022
Q4 		$384K Sell
1,094
-284
-21% -$100K 0.05% 231
2022
Q3 		$453K Buy
+1,378
New +$503K 0.06% 202
2022
Q2 		– Sell
-986
Closed -$409K – 335
2022
Q1 		$409K Sell
986
-91
-8% -$37.3K 0.05% 233
2021
Q4 		$470K Buy
1,077
+120
+13% +$50.7K 0.06% 209
2021
Q3 		$377K Buy
+957
New +$388K 0.05% 229

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return