VOO

VOO

VOO

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	Graham and Doddsville	-	-	AMZN, GLXY.TO, GOOGL, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, Fed policy, global, large cap, rates, semiconductors, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers like Amazon, Google, and Microsoft redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while displacing human labor and unlocking novel efficiencies. The current AI spending dynamic is backed by robust cash flows rather than debt, enabling sustained commitment and tremendous agility.		View
2025 Q2	Jul 8, 2025	NS Partners	-	-	AMZN, GLXY.TO, GOOGL, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, Fed policy, Global Markets, Portfolio Management, semiconductors, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers like Amazon, Google, and Microsoft redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while displacing human labor and unlocking novel efficiencies. The current AI spending dynamic is backed by robust cash flows rather than debt, enabling sustained commitment and tremendous agility.		View
2025 Q2	Jul 4, 2025	Sparrow Wealth Management	-	-	VBTLX, VOO, VTIAX	diversification, Dollar, international, small caps, Trade Policy, value	The manager emphasizes diversification as the best defense against market uncertainty, particularly highlighting how international small and value stocks outperformed during the quarter. The letter reinforces that this year has provided ample proof of diversification's value.		View
2023 Q2	Jul 4, 2023	NS Partners	-	-	VBTLX, VOO, VTIAX	diversification, Dollar, international, Trade Policy, value			View
2024 Q2	Jul 11, 2024	Stonehearth Capital Management	-	-	BND, VOO, VXUS	AI, Bonds, healthcare, interest rates, international, technology	Investor enthusiasm has remained high around artificial intelligence and cloud infrastructure, with the largest companies investing substantial dollars into AI progress. The team is watching developments in the quickly changing AI and digital landscape.		View
2025 Q2	Jun 30, 2025	WS Amati Global Innovation Fund	-	-	AMZN, GLXY.TO, GOOGL, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, Fed policy, Global Markets, Portfolio Management, semiconductors, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers like Amazon, Google, and Microsoft redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while displacing human labor and unlocking novel efficiencies. The manager views AI as having potential to double economic growth by empowering individuals and enterprises to achieve far more.		View
2024 Q2	Jun 30, 2024	EQUAM Global Value Fund	2.0%	4.0%	AMZN, GLXY.TO, GOOGL, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, Concentration, Federal Reserve, Global Markets, large cap, rates, semiconductors, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while displacing human labor and unlocking novel efficiencies. The current spending dynamic is backed by robust cash flows rather than debt, enabling sustained commitment.	KLXE HEAD LN KWS LN	View
2024 Q4	Dec 31, 2024	Baron Health Care Fund	-9.6%	1.3%	AMZN, GLXY.TO, GOOGL, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, Fed policy, Global Markets, large cap, Portfolio Management, semiconductors, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while strengthening fundamentals of mega-cap companies. The technology holds potential to double economic growth by empowering individuals and enterprises to achieve far more.		View
2023 Q4	Dec 31, 2023	Peapack Private	-	-	GLXY.TO, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, global, large cap, rates, semiconductors, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while displacing human labor and unlocking novel efficiencies. The manager sees AI as having potential to double economic growth by empowering individuals and enterprises to achieve far more.		View
2025 Q3	Oct 8, 2025	Sparrow Wealth Management	-	-	DFGBX, VOO, VTIAX	emerging markets, international, small caps, tax policy, Trade Policy, value			View
2024 Q3	Oct 3, 2024	The Compounding Tortoise	-	18.3%	BND, VOO, VXUS	AI, Bonds, healthcare, interest rates, international, technology	Investor enthusiasm has remained high around artificial intelligence and cloud infrastructure, with the largest companies investing substantial dollars into AI progress. The firm is watching developments in the quickly changing AI and digital landscape.		View
2025 Q3	Oct 28, 2025	Alpine Capital Research	-	-	AMZN, GLXY.TO, GOOGL, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, global, growth, rates, semiconductors, South Africa, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers like Amazon, Google, and Microsoft redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while displacing human labor and unlocking novel efficiencies. The current AI spending dynamic is backed by robust cash flows rather than debt, enabling sustained commitment and tremendous agility for companies to pivot if needed.		View
2024 Q3	Oct 17, 2024	Ophir	-	-	VBTLX, VOO, VTIAX	diversification, Dollar, international, Trade Policy, volatility	President Trump announced tariffs that were broader and steeper than anticipated, targeting nearly every major U.S. trading partner, causing the S&P 500 to fall nearly 10% in one week. A 90-day pause on those tariffs was announced a week later, prompting a swift market rebound.		View
2025 Q3	Oct 14, 2025	Miller Wealth Management	-	-	BND, VOO, VXUS	Bonds, healthcare, international, rates, technology	Investor enthusiasm has remained high around artificial intelligence and cloud infrastructure, with the largest companies investing substantial dollars into AI progress. The firm is watching developments in a quickly changing AI and digital landscape.		View
2023 Q4	Jan 9, 2024	Carrington Wealth Management	-	-	GLXY.TO, LRCX, META, MSFT, MU, SOXX, V, VOO	AI, Fed policy, Global Markets, large cap, Portfolio Management, semiconductors, technology	Organizations must prioritize AI investments to avoid obsolescence, with hyperscalers like Amazon, Google, and Microsoft redirecting infrastructure spending toward AI initiatives. AI promises cost reductions and technological breakthroughs while displacing human labor and unlocking novel efficiencies. The current AI spending dynamic is backed by robust cash flows rather than debt, enabling sustained commitment and tremendous agility.		View
2025 Q4	Jan 6, 2026	Miller Wealth Management	-	-	BND, VOO, VXUS	diversification, growth, rates, Valuations, volatility	The update reviews a resilient economy, moderating growth, and improving fixed income returns following Federal Reserve rate cuts. Portfolio construction emphasizes diversified asset allocation across equities, bonds, and international exposure to navigate valuation risk. Allocation discipline is positioned as critical amid uncertain macro and policy conditions.		View
2024 Q4	Jan 23, 2025	Flattery Wealth Management	-	-	VBTLX, VOO, VTIAX	diversification, Dollar, international, tariffs, Trade Policy	President Trump announced tariffs that were broader and steeper than anticipated, targeting nearly every major U.S. trading partner, causing the S&P 500 to fall nearly 10% in one week. A 90-day pause on those tariffs was announced a week later, prompting a swift market rebound.		View
2024 Q4	Jan 16, 2025	Ophir	-	-	DFGBX, VOO, VTIAX	Historical Returns, interest rates, Market Highs, tax policy, Trade Policy			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of VOO

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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